Create a subscription from a Google Sheets row
This template allows you to automate subscription creation in Asaas based on new rows added to a Google Sheets spreadsheet.
Whenever a new row is added to the spreadsheet monitored by Make, the scenario can locate or create the customer in Asaas and automatically create a subscription, including payment split configuration when necessary.
This model is recommended for recurring operations that want to automate periodic charges without requiring custom development.
When to use
This template is recommended for:
- recurring customer billing;
- memberships and subscriptions;
- subscription-based services;
- operations with payment split;
- automations using Google Sheets and Make.
Dependencies
Before configuring the template, it is necessary to:
- have a Make account;
- have an active Asaas account;
- have a valid API Key;
- have access to Google Drive;
- have a Google account;
- use the template spreadsheet;
- have the information required to create customers and subscriptions.
ImportantThe environment selected in Make must match the API Key being used.
Integration flow
New row in Google Sheets
↓
Make identifies the data
↓
Search customer
↓
Customer exists?
↓
Yes → Create subscription
No → Create customer → Create subscription
↓
Subscription created
↓
Recurring charges are generated automaticallyImportant rules
For subscriptions to be created correctly:
- customers must contain valid information;
- the subscription will follow the configuration defined in the scenario;
- duplicate customers are avoided through previous searches;
- changes to the spreadsheet structure may require adjustments to the template;
- subscriptions created in the Real environment have real financial effects.
Important parameters
The spreadsheet must contain the information required to create the resource.
Typical fields include:
| Information | Purpose |
|---|---|
| Customer name | Payer registration |
| CPF/CNPJ | Customer identification |
| Communication | |
| Amount | Recurring amount |
| Cycle | Subscription interval |
| Next due date | Initial billing date |
| Split information | Value distribution |
| Internal reference | Operation control |
Template configuration
Download the template spreadsheet:
https://docs.google.com/spreadsheets/d/1tQXPy4h04JACJWHR3gO_vNaxvSx0EsgTaIuHrKuyt-U/edit?gid=0#gid=0
If preferred, create a copy in your Google Drive.
Step 1
Access the template:
https://us1.make.com/templates/11906-criacao-de-assinatura-com-split-de-pagamentos
Step 2
If you do not already have a Make account, register at:
https://www.make.com/en/register
After opening the template, click Start Guided Setup.
Step 3
Connect your Google account.
Select Create a Connection, provide a name and sign in.
Step 4
Select the spreadsheet stored in Google Drive.
Step 5
Specify the spreadsheet location and complete the Google Sheets module configuration.
Step 6
Configure the connection with Asaas.
In the Environment field, select:
- Real (Production); or
- Sandbox.
Then provide your API Key.
After that, the scenario will be ready for use.
Example usage
Google Forms
↓
Google Sheets
↓
Make
↓
Asaas
↓
Subscription created
↓
Recurring charges generated automaticallyImportant behaviors
During execution:
- Make checks whether the customer already exists;
- if the customer does not exist, it will be created;
- the subscription is created only after customer identification;
- failures in modules interrupt the flow;
- repeated executions may generate duplicate subscriptions.
AttentionIt is recommended to use internal references and validations to avoid duplicate subscriptions.
Modules used in the integration
Google Sheets (Watch New Rows)
Monitors new rows added to the spreadsheet.
Asaas - List Customers
Checks whether the customer already exists.
Asaas - Create Customer
Creates the customer if it does not exist.
Asaas - Make an API Call
Currently, creating subscriptions with split requires adjustments using direct calls to the Asaas API.
Documentation:
Router
Controls the creation flow.
Path 1
Customer already registered:
Google Sheets
↓
Find customer
↓
Create subscriptionPath 2
Customer not registered:
Google Sheets
↓
Create customer
↓
Create subscriptionOperational impacts
When used in the Real environment:
- real subscriptions will be created;
- recurring charges will be generated automatically;
- notifications may be sent to customers;
- configuration errors may generate unintended charges.
For this reason, it is recommended to test first in Sandbox.
Common errors
Invalid API Key
Authentication does not match the selected environment.
Customer not found
This may occur when incorrect data is provided.
Duplicate subscriptions
This may occur when additional validations are not implemented.
Split errors
These may occur when the distribution configuration is invalid.
Best practices
- Start by testing in Sandbox.
- Use internal references.
- Monitor Make logs.
- Implement validations to prevent duplicates.
- Review scenarios periodically.
- Avoid changing the spreadsheet structure without reviewing the modules.
Related content
- Make Templates;
- Make Features and Benefits;
- Create Customers;
- Create Subscriptions;
- Payment Split;
- Webhooks;
- API Limits.
