Templates

This section provides ready-to-use integration templates built with Make and Asaas.

These templates were created to accelerate the implementation of common scenarios, reducing the need to build flows from scratch.

In most cases, you only need to configure the credentials of the systems involved and adjust the required parameters to start using the automation.

Templates can also be customized according to your operational needs.

When to use

Templates are recommended for integrations that need to:

• quickly start an automation with Asaas;
• reduce setup time;
• create flows without advanced development;
• use ready-made examples as a starting point for customizations;
• integrate Asaas with spreadsheets, forms and external systems.

They are especially useful for operations that use Make as the primary orchestration platform.

Prerequisites

Before using a template, it is necessary to:

• have a Make account;
• have an active Asaas account;
• have a valid API Key;
• have access to the systems that will be integrated;
• configure the credentials of the services used in the scenario.

Without these requirements, the template will not run correctly.

How templates work

Templates provide preconfigured scenarios.

In general, the flow follows the structure below:

Select template
↓
Connect systems
↓
Configure credentials
↓
Adjust settings
↓
Activate scenario
↓
Run automation

After activation, Make executes operations automatically according to the configured settings.

Scenario customization

Templates are intended to be a starting point and can be adapted.

For example, in the Google Sheets charge creation template, you can:

• replace the data source with Google Forms;
• use JotForm or Typeform;
• add Slack notifications;
• store information in databases;
• create additional intermediate modules;
• add validations and filters.

Example:

Google Forms
↓
Google Sheets
↓
Asaas
↓
Slack
↓
Google Drive

Customization possibilities are virtually unlimited.

Important settings

During template configuration, the following settings are commonly required:

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Important

The fields used in each template may vary depending on the integrated system.

Important behaviors

Templates follow Make's default behavior.

Therefore:

• modules are executed sequentially;
• failures may interrupt scenario execution;
• duplicate operations may occur if validations are not implemented;
• changes in modules may modify the behavior of the flow;
• Asaas API limits and rules still apply.

It is recommended to review the scenario before enabling it in production.

Operational impacts

Templates can automate important financial processes.

For this reason:

• configuration errors may create incorrect charges;
• credential failures may interrupt the scenario;
• changes in external systems may affect the integration;
• poorly configured integrations may create duplicate records;
• regular monitoring of executions is recommended.

Best practices

• Test templates in Sandbox before using them in Production.
• Review mapped fields before enabling the scenario.
• Store credentials securely.
• Monitor Make execution logs.
• Use filters to avoid duplicate records.
• Document any changes made to scenarios.

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Recommended

Use templates as a starting point and adapt them according to your business rules.

Need another template?

If you miss a specific scenario or would like to suggest new templates, contact us at:

[email protected]

You can also reach out if you have questions regarding template usage or customization.

Available templates

Create a one-time charge from a Google Sheets row

Template responsible for automatically creating charges from new records added to a Google Sheets spreadsheet.

Create a subscription from a Google Sheets row

Template used to automate recurring subscription creation based on information stored in a spreadsheet.

Create an installment charge from a Google Sheets row

Template responsible for automatically creating installment charges using data coming from Google Sheets.

Related content

To continue your implementation, refer to:

• Make features and benefits;
• Create a one-time charge from a Google Sheets row;
• Create a subscription from a Google Sheets row;
• Create an installment charge from a Google Sheets row;
• API Authentication;
• Webhooks;
• API Limits.