Assign consecutive debtor numbers automatically

When you create a new organization in Keyline, you can have a debtor or customer number entered automatically using a small scenario in Make.com.

Here we explain how to set this up, step by step.

First, create a new integration in Keyline with the Organisation_created trigger.

Enter the URL from your Make.com scenario as the webhook.

In Make itself, you only need four modules:

You also need a data store with a data structure. You can find its settings on the far left in the Make.com main menu.
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The data structure could look like this:

And the data store looks like this:

Now for the actual scenario. Here is how the four modules are structured and configured:

1) The first module contains your webhook with the URL you entered in Keyline.

2) The Data Store module finds the last saved entry for you – in other words, the current debtor number:

3) An HTTP Request module updates the organization using the following settings:

Enter the following URL at the top:

Then add the Attribute ID from the first module so that Keyline can update the correct organization.

The remaining settings look like this:

And finally:

4) All that remains is to update the number so that the next organization receives the next debtor number. This is done using a Data Store Add/Replace module with the following settings:

Of course, you can also specify fixed numbers in advance and save them in the data store. Just make sure to delete them once they have been used.

If you have any questions, feel free to contact us. 🙂