Choose a Make template

Use Make templates to start preconfigured scenarios with Asaas and adapt the flow to your operation.

This section provides templates for creating one-time charges, subscriptions, and installments from Google Sheets rows.

Choose the template

Each page presents the spreadsheet, the scenario, and the settings needed to run the respective flow.

Before you begin

To use the templates, have:

• a Make account;
• an active Asaas account;
• a valid API Key;
• access to Google Sheets and Google Drive;
• permission to create the connections used in the scenario.

The Asaas connection must use the same environment as the API Key:

• Real for Production;
• Sandbox for testing.

See how to create and manage API Keys.

How to use a template

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flowchart TD
    A["Choose the template"] --> B["Connect the accounts"]
    B --> C["Select the spreadsheet"]
    C --> D["Configure Asaas"]
    D --> E["Review the fields"]
    E --> F["Test the scenario"]
    F --> G["Activate the automation"]

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    classDef validacao fill:#E0F2FE,stroke:#0284C7,color:#0C4A6E,stroke-width:2px
    classDef sucesso fill:#DCFCE7,stroke:#16A34A,color:#14532D,stroke-width:3px

    class A inicio
    class B,C,D,E,F validacao
    class G sucesso

    linkStyle default stroke:#94A3B8,stroke-width:2px

Before activating the scenario in Production, run the flow in Sandbox and validate the result created in Asaas.

Customize the scenario

Templates are starting points. You can change modules, filters, routes, and tools according to the needs of the integration.

For example, a scenario started by Google Sheets can receive data from another tool and execute new actions after processing in Asaas:

%%{init: {"flowchart": {"nodeSpacing": 18,"rankSpacing": 24,"diagramPadding": 4,"padding": 7}}}%%
flowchart TD
    A["Receive data from Google Forms"] --> B["Record in Google Sheets"]
    B --> C["Execute action in Asaas"]
    C --> D["Send message on Slack"]
    D --> E["Save file in Google Drive"]

    classDef inicio fill:#DBEAFE,stroke:#2563EB,color:#1E3A8A,stroke-width:3px
    classDef validacao fill:#E0F2FE,stroke:#0284C7,color:#0C4A6E,stroke-width:2px
    classDef sucesso fill:#DCFCE7,stroke:#16A34A,color:#14532D,stroke-width:3px

    class A inicio
    class B,C,D validacao
    class E sucesso

    linkStyle default stroke:#94A3B8,stroke-width:2px

Other possibilities include:

• replacing the data source;
• adding notifications;
• including filters and validations;
• saving results in other systems;
• adding intermediate modules.

Changes to the scenario structure may require new mappings and validations.

Validate before activating

Before using a template in Production:

• confirm the environment and the API Key;
• review the mapped fields;
• validate the connections used;
• run the scenario with controlled data;
• confirm the result in Asaas;
• check the Make execution history.

Templates that create records can generate duplicates if the same data is processed again without additional validations.

Calls made by the scenario are still subject to the Asaas API rules and limits.

Available templates

Create a one-time charge

Creates a charge in Asaas from a new row in Google Sheets. The scenario can find or register the customer before creating the charge.

Access the one-time charge template.

Create a subscription

Creates a subscription in Asaas from the data in a Google Sheets row. After creation, Asaas starts generating recurring charges according to the subscription settings.

Access the subscription template.

Create an installment payment

Creates an installment payment in Asaas from the data entered in Google Sheets.

Access the installment template.

Need another template?

If you missed a scenario or want to suggest new templates, contact us by email:

[email protected]

You can also contact us if you have questions about using or customizing the scenarios.

Next steps

• Learn about Make's features
• Create a charge from Google Sheets
• Create a subscription from Google Sheets
• Create an installment payment from Google Sheets
• See the Make FAQ
• Go back to the Make overview