What is your goal?I want to integrate Planyo (reservation tool) with Lexware when new bookings by customers come in. In Lexware should be created a new contact and a new invoice using those new customer’s data.
What is the problem?I’m the contrast of an IT nerd. I even fail to understand what I have to fill in on the sender’s side (Planyo).
Welcome to the Make community!
You’ll possibly need a minimum of three modules:
This is just an example. Your final solution may or may not look like this depending on your requirements.
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
parseDate | tokens for formatDate
How to schedule scenario for first Monday next month (recurring) How to schedule scenario for the last day next month (recurring)
Automate Follow-Up of Email Leads a Week AfterYou can use the Hire a Pro category to request for private 1-to-1 assistance via video call/screenshare/private messaging/etc. This may help you get your issue resolved faster especially if it is urgent or contain sensitive information. It is important to post your request in the Hire a Pro category, as forum members are not allowed to advertise their services in other categories like here (even if it’s free/unpaid). Posting in the Hire a Pro category will allow other members to assist you over other forms of communication.
Hope this helps! If you are still having trouble, please provide more details.
— @samliew
P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!