Fliok + Make

An invoice is paid → a row in your spreadsheet

1. 1Start a scenario from Fliok with the event invoice.paid (the steps above).
2. 2Add your spreadsheet app’s own add a row step and pick the sheet.
3. 3Map the columns: number = data.invoice.number, customer = data.invoice.customer.name, total = data.invoice.total (as printed, “₹11,800.00”) or data.invoice.totalMinor divided by 100 when you want a number to add up, paid at = data.paidAt, link = data.invoice.url.

For every payment rather than only the last one, start from invoice.payment_recorded instead: data.payment carries the receipt number, the amount and how it was paid, and data.invoice.balanceMinor what is still owed.

A new booking → an event in your calendar

1. 1Start a scenario from Fliok with the event booking.created.
2. 2Add your calendar app’s own create an event step. Start = data.booking.startAt, end = data.booking.endAt — both are ISO times in UTC, which a calendar converts by itself; the business’s own zone is in data.booking.timeZone.
3. 3Title = data.booking.service with data.booking.customer.name; location = data.booking.location. Put data.booking.id in the description.
4. 4Make two more scenarios from booking.rescheduled and booking.cancelled: find the calendar event by that id in its description, then move it to the new data.booking.startAt or delete it.

A calendar that only ever hears about new bookings goes wrong the first time a customer moves one — the two extra scenarios are what keep it true.

A quotation is accepted → a follow-up for your team

1. 1Start a scenario from Fliok with the event quotation.accepted.
2. 2Add a request step: POST https://fliok.com/api/v1/tasks with { "leadId": "<data.quotation.customer.contactId>", "title": "Raise the bill for <data.quotation.number>", "dueAt": "<tomorrow, as an ISO time>" }.
3. 3The task goes to the lead’s owner. data.quotation.total is what was agreed, with the optional items the customer chose.

customer.contactId is empty for a quotation that was not made out to a contact — add a filter step so the scenario stops there instead of failing.

Send an approved template

Works at any time. variables fill the body’s {{1}}, {{2}}… in order; Fliok refuses a blank one before WhatsApp does.

{
  "to": "919876543210",
  "type": "template",
  "payload": {
    "type": "template",
    "template": {
      "name": "order_update",
      "language": { "code": "en_US" },
      "variables": ["Asha", "#1042"]
    }
  }
}

Send a text message

Only within 24 hours of the customer’s last message to you — otherwise Fliok answers 422 outside_24h_window. Use a template outside the window.

{ "to": "919876543210", "type": "text", "text": "Your table is booked for 8 pm." }

Create or update a contact

Keyed by phone number: a second call updates the same contact. tags here replaces the list; use the next call to add or remove single tags.

{ "phone": "919876543210", "displayName": "Asha", "attributes": { "city": "Kolkata" } }

Add or remove tags

In Fliok a lead is a contact, so this works on any contact by phone number. Automations that start on a tag run as usual.

{ "addTags": ["diwali-sale"], "removeTags": ["cold"] }

Create a lead

A number already in the CRM is not duplicated — it is recorded as having come in again. Stage and owner are given by name or email.

{ "phone": "919876543210", "name": "Asha", "source": "Facebook form", "stage": "New lead", "note": "Wants a December date" }

Move a lead to a stage

GET /pipeline lists your stages and lost reasons. The move lands on the lead’s timeline and fires your stage automations.

{ "stage": "Lost", "lostReason": "Too expensive" }

Create a follow-up task

leadId takes the lead’s phone number or id. The task goes to the lead’s owner unless you give assignee (an email).

{ "leadId": "919876543210", "title": "Call back about the venue", "dueAt": "2026-10-07T10:00:00+05:30", "type": "call" }

Ask for a payment (WhatsApp Pay)

Needs WhatsApp Pay set up in Fliok and a chat the customer messaged in the last 24 hours. Amounts are in paise; your referenceId makes a retry safe.

{ "to": "919876543210", "referenceId": "ORD-1042", "items": [{ "name": "Silk saree", "quantity": 1, "unitPaise": 149900 }] }

Find a contact by phone

An exact match, with or without the country code. No such contact is an empty list.

GET https://fliok.com/api/v1/contacts?phone=919876543210