Make.com Israeli Automations

Step 1: Identify the Scenario Pattern

Before building any scenario, map the business workflow to a Make.com pattern. Israeli business automations fall into predictable categories:

Business Workflow	Make.com Pattern	Core Modules	Trigger Type
Invoice creation and sync	Watch + Create	Green Invoice, Monday.com	Webhook / Scheduled
Billing cycle reporting	Router + Aggregator	Green Invoice, Google Sheets, HTTP	Scheduled (monthly/bimonthly)
Customer messaging	Watch + Iterator + HTTP	WhatsApp Cloud API, Monday.com	Webhook
ERP data export	HTTP + JSON Parse + Router	Priority ERP (HTTP), Google Sheets	Scheduled
Payment notification	Webhook + Router + Create	Cardcom/Tranzila webhook, Slack/Email	Instant (webhook)
Document generation	Watch + Template + Email	Green Invoice, Google Docs, Gmail	Event-driven

Choose the pattern based on these criteria:

• Real-time needed? Use webhooks (instant triggers). Otherwise, use scheduled polling.
• Multiple destinations? Use a Router module to branch the flow.
• Processing a list? Use an Iterator to loop over items (e.g., line items on an invoice).
• Aggregating data? Use an Array Aggregator before the final output.

Step 2: Configure Israeli App Connections

Green Invoice (Hashbonit Yeruqa)

Green Invoice provides a native Make.com module. To set up the connection:

1. In Make.com, search for "Green Invoice" in the module palette
2. Create a connection using your Green Invoice API key and secret
3. Available triggers: New Document, Updated Document, New Payment
4. Available actions: Create Document, Create Client, Get Document

Key field mappings for Green Invoice documents:

Green Invoice Field	Make.com Field	Notes
type	Document type	320 = Tax Invoice, 330 = Receipt, 400 = Quote
client.name	Client name	Hebrew characters supported
currency	Currency code	Use ILS for Israeli Shekel
amount	Total (ILS)	In agorot (multiply by 100 for API, divide by 100 for display)
vatType	VAT handling	0 = Exempt, 1 = Included, 2 = Excluded
lang	Document language	he for Hebrew, en for English

Monday.com

Monday.com has a native Make.com module. Israeli businesses commonly use it for project billing:

1. Use "Watch Items" as trigger (set to a specific board)
2. Map column values using the column ID (not the title, since titles may be in Hebrew)
3. For status columns, use the label index (not the Hebrew label text) for reliable matching

Priority ERP (via HTTP module)

Priority does not have a native Make.com module. Use HTTP modules:

1. Add an HTTP "Make a request" module
2. URL pattern: https://{your-priority-domain}/odata/Priority/tabula.ini/{company}/{entity}
3. Authentication: Basic Auth with Priority credentials
4. Set header Content-Type: application/json
5. For Hebrew field values, ensure the request body is UTF-8 encoded

Common Priority entities for Israeli scenarios:

Entity	OData Path	Use Case
ORDERS	/ORDERS	Sales orders
AINVOICES	/AINVOICES	A/R invoices
PORDERS	/PORDERS	Purchase orders
LOGCOUNTERS	/LOGCOUNTERS	Inventory counts

WhatsApp Business (via HTTP module)

Use the WhatsApp Cloud API through Make.com's HTTP module:

1. Base URL: https://graph.facebook.com/v21.0/{phone-number-id}/messages
2. Auth: Bearer token (use your Meta Business permanent token)
3. For Hebrew message templates, set the template language to he
4. Body encoding: JSON with UTF-8 for Hebrew text

Israeli SMS Providers (via HTTP module)

For SMS automation (019, InforUMobile, SMS4Free):

Provider	API Endpoint	Auth Method
019 SMS	https://019sms.co.il/api	API key in header
InforUMobile	https://api.inforu.co.il/SendMessageXml.ashx	Username + token
SMS4Free	https://www.sms4free.co.il/ApiSMS/SendSMS	Key + secret

Consult references/make-israeli-modules.md for full endpoint specs, authentication details, and payload examples.

Step 3: Handle Hebrew Data

Text Parsing and Transformation

When processing Hebrew text in Make.com:

• Use the toString function to safely handle Hebrew string values from API responses
• For regex on Hebrew text, use Unicode character classes: \p{Hebrew} matches Hebrew letters
• When concatenating Hebrew and English (e.g., invoice references), place the Hebrew segment first to maintain RTL reading order
• Use trim on Hebrew text fields, as some Israeli APIs pad with invisible Unicode characters (LTR/RTL marks)

ILS Currency Formatting

Make.com's formatNumber function handles ILS:

Expression	Output	Use Case
formatNumber(amount; 2; "."; ",")	1,234.56	Standard ILS display
formatNumber(amount / 100; 2; "."; ",")	12.35	Converting agorot to shekels
"₪" + formatNumber(amount; 2; "."; ",")	₪1,234.56	With currency symbol

Note: the Shekel sign (₪) is Unicode U+20AA. Do not use NIS as a symbol in customer-facing output.

Hebrew Date Conversion

Make.com stores dates in ISO 8601 format. For Hebrew display:

• Use formatDate(date; "DD/MM/YYYY") for Israeli date format (day/month/year)
• For Hebrew month names, use a lookup table (Make.com does not have native Hebrew month formatting):

Month	Hebrew
1	ינואר
2	פברואר
3	מרץ
4	אפריל
5	מאי
6	יוני
7	יולי
8	אוגוסט
9	ספטמבר
10	אוקטובר
11	נובמבר
12	דצמבר

Use formatDate(now; "M") to get the numeric month, then map it to the Hebrew name using a switch function or lookup table in a Set Variable module.

Step 4: Build Router Patterns for Israeli Billing Cycles

Israeli businesses follow specific billing cycles that differ from US/EU patterns. Use Make.com Routers to branch logic based on these cycles.

Bimonthly VAT Reporting (Doch Du-Hodshi)

VAT reports are filed bimonthly for most businesses (businesses under the threshold file annually). The VAT periods are:

Period	Months	Filing Deadline	Filter Expression
1	Jan-Feb	March 15	formatDate(now; "M") = 1 OR formatDate(now; "M") = 2
2	Mar-Apr	May 15	formatDate(now; "M") = 3 OR formatDate(now; "M") = 4
3	May-Jun	July 15	formatDate(now; "M") = 5 OR formatDate(now; "M") = 6
4	Jul-Aug	September 15	formatDate(now; "M") = 7 OR formatDate(now; "M") = 8
5	Sep-Oct	November 15	formatDate(now; "M") = 9 OR formatDate(now; "M") = 10
6	Nov-Dec	January 15	formatDate(now; "M") = 11 OR formatDate(now; "M") = 12

Build a Router with 6 branches, each filtering invoices for the relevant period. After the router, use an Array Aggregator to sum amounts per period for the VAT report.

Quarterly Advance Tax Payments (Mikdamot)

Self-employed and some companies pay quarterly advance tax:

Quarter	Months	Payment Due
Q1	Jan-Mar	April 15
Q2	Apr-Jun	July 15
Q3	Jul-Sep	October 15
Q4	Oct-Dec	January 15

Annual Reporting

Annual tax return deadlines vary by filing method:

• Online filing: April 30
• Accountant filing: extended to May 31 or later (varies by year)

For annual automations, schedule a scenario to run on January 1 that aggregates the previous year's data.

Consult references/billing-cycle-patterns.md for detailed router configurations and Make.com filter expressions.

Step 5: Schedule with the Israeli Calendar

Shabbat-Aware Scheduling

Make.com scenarios that interact with Israeli businesses or customers should avoid running during Shabbat (Friday sunset to Saturday sunset). Configure scheduling as follows:

1. Set the scenario schedule to run Sunday through Thursday only
2. For Friday runs, set the latest execution time to 14:00 Israel time (IST, UTC+2 / IDT, UTC+3 during DST)
3. Avoid Saturday entirely

In Make.com scheduling settings:

• Use the "Specify dates" option and exclude Saturday
• Set timezone to Asia/Jerusalem
• For Friday cutoff, add a Filter module at the start of the scenario:

Filter condition to skip Shabbat hours:

formatDate(now; "d") != 6
OR
(formatDate(now; "d") = 6 AND formatDate(now; "H") < 14)

Where d = day of week (0=Sunday, 6=Saturday) and H = 24-hour format.

Note: d = 5 is Friday. For summer months, Shabbat starts earlier (sometimes 19:00+), but a 14:00 Friday cutoff is a safe conservative default. For precise candle-lighting times, use an external API like Hebcal.

Israeli Holiday Detection

For scenarios that should pause during Israeli holidays (Rosh Hashana, Yom Kippur, Sukkot, Pesach, etc.), add an HTTP module at the beginning that checks the Hebcal API:

https://www.hebcal.com/hebcal?v=1&cfg=json&year=now&month=now&maj=on&geo=pos&latitude=32.0853&longitude=34.7818

Parse the response for today's date. If a major holiday ("category": "holiday") is found, use a Filter module to stop execution.

Business Hours (Sunday-Thursday)

Israeli business hours are typically Sunday through Thursday, 09:00-18:00. For B2B automations:

• Schedule runs between 09:00-17:00 IST
• Use Sunday as the first day of the business week
• Friday is a half-day (until ~13:00)

Step 6: Handle Webhooks from Israeli Payment Gateways

Cardcom Webhook

Cardcom sends POST requests to your webhook URL after payment events:

1. Create a Custom Webhook trigger in Make.com
2. Set Cardcom's "Notify URL" to the Make.com webhook URL
3. Key fields in the Cardcom callback:

Field	Description	Example
OperationResponse	Success/failure code	0 = success
Amount	Charge amount in ILS	150.00
CardOwnerID	Teudat Zehut of card owner	9-digit Israeli ID
NumOfPayments	Installment count (tashlumim)	3
Token	Card token for recurring charges

Tranzila Webhook

Tranzila uses a redirect-based flow. To capture results:

1. Create a Custom Webhook trigger
2. Set Tranzila's notify_url parameter
3. Key fields:

Field	Description
Response	000 = approved
sum	Amount in ILS
ccno	Masked card number
myid	Customer ID (Teudat Zehut)
fpay	First payment amount (tashlumim)
spay	Subsequent payment amount
npay	Number of payments

Grow (by Leumi) Webhook

Grow provides a modern REST webhook:

1. Register your Make.com webhook URL in the Grow dashboard
2. Grow sends JSON POST with event type and payment details
3. Verify the webhook signature using the shared secret in the X-Grow-Signature header

For all payment gateways, always validate:

• The response/status code indicates success before processing
• The amount matches the expected charge
• For installments (tashlumim), store both the total and per-payment amounts

Example 1: Sync Green Invoice to Monday.com

User says: "Create a Make.com scenario that adds a new Monday.com item whenever a Green Invoice tax invoice is created"

Actions:

1. Add Green Invoice "Watch Documents" trigger, filter for type 320 (tax invoice)
2. Add Monday.com "Create an Item" action
3. Map fields: invoice number to Name column, client name to Client column, amount to Amount column (number type), date to Date column using formatDate
4. Set schedule to every 15 minutes, Sunday-Thursday + Friday until 14:00

Result: New Monday.com items created automatically for each tax invoice, with Hebrew client names preserved and ILS amounts correctly formatted.

Example 2: Bimonthly VAT Summary

User says: "Build a scenario that generates a VAT summary spreadsheet at the end of each bimonthly period"

Actions:

1. Schedule trigger for the 1st of March, May, July, September, November, January
2. Add Green Invoice "Search Documents" to fetch all invoices from the previous 2-month period
3. Add Iterator to process each invoice
4. Add Router with branches for income (type 320) and expenses (type 305)
5. Add Array Aggregator per branch to sum amounts
6. Add Google Sheets "Add Row" to write period, total income, total expenses, and VAT difference

Result: Automated bimonthly VAT summary that matches the Israeli tax authority reporting periods.

Example 3: WhatsApp Order Confirmation in Hebrew

User says: "Send a WhatsApp message in Hebrew when a customer places an order"

Actions:

1. Add Custom Webhook trigger to receive order events
2. Add HTTP module calling WhatsApp Cloud API
3. Use a pre-approved Hebrew message template with variables: customer name, order number, total in ILS
4. Format amount with "₪" + formatNumber(amount; 2; "."; ",")
5. Add Shabbat filter to queue messages during Shabbat for delivery on Sunday morning

Result: Customers receive Hebrew WhatsApp confirmations with properly formatted ILS amounts, respecting Shabbat hours.

References

• references/make-israeli-modules.md - Complete reference of Israeli service modules and HTTP configurations for Make.com, including Green Invoice, Monday.com, Priority ERP, WhatsApp Cloud API, Israeli SMS providers, and payment gateways. Consult when setting up a new Israeli app connection or troubleshooting API authentication.
• references/billing-cycle-patterns.md - Detailed Israeli billing cycle automation patterns including bimonthly VAT, quarterly advance payments, annual reporting, and payroll schedules. Includes Make.com filter expressions and router configurations. Consult when building time-based automations tied to Israeli tax or billing deadlines.

• Agents default to monthly VAT reporting (US/EU pattern). Israeli VAT reporting is bimonthly for most businesses. Always confirm the reporting frequency before building period filters.
• Make.com's date functions use US-style day-of-week numbering (0 = Sunday). Agents often assume Monday = 0 (ISO 8601). Sunday is 0, Saturday is 6 in Make.com.
• Green Invoice amounts in the API are in agorot (integer), not shekels. Agents frequently forget to divide by 100 for display or multiply by 100 when sending to the API.
• Agents tend to schedule Friday runs at 17:00 or later. Shabbat can start as early as 16:00 in winter. Use 14:00 as the safe Friday cutoff.
• Hebrew column names in Monday.com should be referenced by column ID, not by the display title. Agents often try to use the Hebrew title directly, which breaks when users rename columns.
• Make.com filter expressions use single equals (=) for comparison, not double (==). Agents habitually write == from programming experience.
• The Israeli tax year is January-December (same as calendar year), but agents sometimes assume April-March (UK pattern) or October-September (US fiscal year).

Error: "Green Invoice API returns 401 Unauthorized"

Cause: API key/secret mismatch, or using sandbox credentials in production (or vice versa) Solution: Verify you are using the correct environment. Green Invoice sandbox URL is https://sandbox.d.greeninvoice.co.il/api/v1/, production is https://api.greeninvoice.co.il/api/v1/. Regenerate the API key if needed.

Error: "Hebrew text appears garbled in output"

Cause: Encoding mismatch. Some Israeli APIs return Windows-1255 or ISO-8859-8 instead of UTF-8. Solution: Check the API response headers for charset. If not UTF-8, add a Text Parser module after the HTTP module and set input encoding to match the source. Green Invoice and Monday.com use UTF-8 natively.

Error: "Make.com scenario runs on Saturday"

Cause: Timezone set to UTC instead of Asia/Jerusalem, causing the schedule to misalign with Israeli time. Solution: In scenario settings, set timezone to Asia/Jerusalem. Verify the Shabbat filter uses the correct day-of-week value (6 = Saturday in Make.com).

Error: "Cardcom webhook not triggering"

Cause: Make.com custom webhook must be "listening" (turned on) before Cardcom sends the notification. Also, Cardcom requires HTTPS. Solution: Ensure the scenario is active and the webhook is in listening mode. Copy the webhook URL after activating it. Verify the URL starts with https://. Test with a small transaction first.