Comparison
PeasyOrders vs. Make for B2B order capture
Should a small or mid-sized QuickBooks Online wholesaler build order capture on Make, or use a purpose-built capture tool?
Mark Calo · Updated July 2026 · 4 min read
On this page
At a glance
| Feature | PeasyOrders | Make |
|---|---|---|
| Primary purpose | Capture messy emailed B2B orders and turn them into reviewed, priced drafts for QuickBooks Online. | General visual automation: build scenarios that move data between 3,000+ apps. |
| Reads emailed orders | Yes, out of the box. The email body plus PDF and spreadsheet attachments become drafts to review. | Possible, as something you build. Make can chain email triggers with PDF, OCR, and AI modules to ingest and parse documents inside a scenario you design. |
| Catalog matching and per-customer pricing | Yes. Lines match against your QuickBooks items, and a pricing engine proposes each customer's price from your past invoices — you accept before it applies. | You build it. Make supplies the modules; the matching and pricing logic is yours to design and keep working. |
| Human review before anything is created | Yes. An operator confirms every draft, and each value shows the source it came from, line by line. | An approval step is one you design into your scenario yourself. |
| QuickBooks | QuickBooks Online native. Reviewed orders export as Estimates by default (configurable). | A native QuickBooks connector covers estimates, invoices, customers, and items — you build and maintain the flow that uses it. |
| Scope beyond orders | None, deliberately. Order capture is the whole product. | Its core strength: 3,000+ app integrations across CRM, marketing, finance, and internal tools. |
| How you buy it | Self-serve at a published price — plans at $99, $199, and $349 per month by confirmed order volume, with a 30-day money-back guarantee. | A free tier (1,000 credits/month, 2 active scenarios); paid from Core at $9/month billed annually through Pro at $16 and Teams at $29, Enterprise custom. Billing is credit-based; complex scenarios consume several credits per run. |
The honest comparison
Make and PeasyOrders answer the same inbox problem from opposite directions: Make is a general automation platform where you build and maintain an order-capture workflow yourself; PeasyOrders is that workflow already built, for small and mid-sized US wholesale distributors on QuickBooks Online.
The overlap deserves honesty up front. Make (formerly Integromat) can chain an email trigger with PDF, OCR, and AI modules and parse an order inside a scenario, and it ships a native QuickBooks connector. This is not a "Make can't do it" story. The difference is who builds and owns the order logic — the catalog matching, the pricing, the review gate — and what comes out the other end: data your scenario moves along, or an order a person has confirmed.
Make is a visual canvas with 3,000+ app integrations, bought self-serve with a free tier and a low entry price. It's at its best when both ends of a workflow are structured and predictable, and it can automate far beyond orders — CRM, marketing, finance, internal tools.
Make
Visual automation platform, 3,000+ apps
PeasyOrders does one of those jobs. It captures the messy orders your buyers send by email — the body plus PDF and spreadsheet attachments — and turns them into reviewed, catalog-matched, per-customer-priced drafts that export to QuickBooks Online as Estimates. Phone orders are added in one click as manual entries into the same queue. That's the whole product, on purpose.
Where Make is the right call
Make is a strong platform, and it's worth being clear where it wins.
- Breadth. 3,000+ app integrations and a visual scenario builder cover automation across your whole business — orders are one use case among thousands.
- Clean, structured inputs. If your order data already arrives from a webform, a webhook, or another system you control, Make moves it cheaply and reliably, and a dedicated capture layer is unnecessary weight.
- In-house automation skill. If someone on your team enjoys building scenarios, Make's canvas, modules, and credit-based pricing give them a lot of power for little money.
- A free start. The free tier (1,000 credits, 2 active scenarios) makes it easy to test an idea before paying anything.
One honest caution: for unstructured order intake, the entry price isn't the cost — the scenario is. Parsing free-form emails means assembling the email trigger, the AI or OCR modules, a catalog lookup, pricing logic, and whatever approval step you design, then keeping all of it working as customers change how they write. That build is yours to own, and credit-based billing means a complex scenario consumes several credits per run.
The same order, two ways
A regular account emails on Sunday night: "Usual order but double the 30-pound kibble, and add a case of the salmon treats — need it Thursday," with their marked-up PDF order form attached.
In Make, nothing happens until you've built the scenario: an email trigger, an AI module to extract the lines, a lookup against a catalog you maintain, pricing logic for this account, and an approval step you design yourself. Once built, it runs — and it's yours to adjust when a buyer's format drifts, the catalog changes, or "the usual" starts meaning something new.
In PeasyOrders, the same email becomes a draft in your review queue. Because this account's shorthand has been confirmed on earlier orders, "the usual" resolves to the right items; the kibble — the 30-pound bag, not the 15 — and the salmon treats match against your QuickBooks items; the account's pricing is applied with the rule that set it shown on each line; and every value links back to the part of the email or attachment it came from. Anything unclear is flagged rather than guessed. You confirm, and the order lands in QuickBooks Online as an Estimate.
Both paths can end in QuickBooks. What differs is who owns the logic in between: you, or the product.
Make
Build-your-own automation scenarios
- Email + PDF/AI parsing modules
- QuickBooks connector
- Visual scenario builder
- 3,000+ app integrations
- CRM, marketing, finance flows
PeasyOrders
The capture workflow, ready-made
Email in
You review
QuickBooks Online
When PeasyOrders is the better fit
PeasyOrders is built for small and mid-sized US wholesale distributors on QuickBooks Online whose customers send orders written in their own words. If a typical week includes re-typing line items from emailed orders and attached PDFs or spreadsheets into QuickBooks, that's the job it exists to remove.
- No scenario to build or babysit. Orders keep arriving the way they always have; email is forwarded in, and phone orders are added in one click as manual entries.
- The pricing QuickBooks can't do. QuickBooks Online doesn't expose per-customer pricing to integrations, so PeasyOrders acts as the pricing engine: on setup it reads your past invoices once and proposes each customer's price, which you accept, adjust, or discard before it applies.
- Review you can trust. Every draft is confirmed by a person before it exports, with the source of every value visible per line, and unresolved lines block confirmation instead of slipping through.
- QuickBooks Online native. Reviewed orders export as Estimates by default; Google Sheets and CSV are also supported.
- Self-serve at a published price. Plans at $99, $199, and $349 per month by confirmed order volume, annual billing gets two months free, and every plan carries a 30-day money-back guarantee.
A pragmatic conclusion
The question isn't which tool is more capable — Make can automate almost anything, and PeasyOrders automates exactly one thing. It's whether you want to build the order-capture workflow or buy it finished. If your inputs are clean and your needs span many automations, Make on its own is likely enough, and many teams will keep it either way for everything around the order. If the messy emailed order is the actual bottleneck, PeasyOrders is that workflow — capture, catalog match, per-customer pricing, human review, and a QuickBooks Online Estimate — with nothing to wire up.
When to choose PeasyOrders
- Your orders arrive as free-form emails with PDF or spreadsheet attachments, and you want them captured, priced, and reviewed without building or maintaining a scenario.
- You run on QuickBooks Online and want reviewed orders to land as Estimates with each customer's pricing already applied — the per-customer pricing QuickBooks Online's API doesn't expose to any integration.
- Nobody on your team wants to own an automation that needs adjusting when a customer changes how they write their orders.
- You want a review queue with per-line provenance, not a scenario editor.
When to choose Make
- Your order data already arrives structured — a webform, a webhook, a clean export — and mostly needs moving, not interpreting.
- You need automation across many domains — CRM, marketing, finance, internal tools — and someone in-house enjoys building and maintaining scenarios.
- You want maximum flexibility: a visual canvas, custom logic, and 3,000+ apps at a low entry price.
- Order capture is one small workflow next to your broader automation needs.
Frequently asked questions
Can Make read emailed orders and parse PDFs?
Yes, as something you build. Make can chain an email trigger with PDF, OCR, and AI modules to ingest and parse documents inside a scenario — so this isn't a 'Make can't parse orders' story. What Make doesn't hand you is the finished workflow: the catalog matching, the per-customer pricing, the review step, and the QuickBooks handoff are logic you design, test against how differently each customer writes, and maintain when something changes. PeasyOrders is that workflow as a product.
Does Make connect to QuickBooks?
Yes. Make has a native QuickBooks connector covering estimates, invoices, customers, items, and more, so reaching QuickBooks isn't the gap. The difference is what arrives there: a Make scenario moves whatever data your flow produced, while PeasyOrders delivers an order a person has reviewed — catalog-matched and priced per customer — as a QuickBooks Online Estimate by default.
Does Make have a review step for parsed orders?
Any approval gate in Make is one you design into the scenario yourself — it's a flexible canvas, so you decide whether and where a person checks the result. In PeasyOrders the review is the product: every written order becomes a draft an operator confirms, each value shows which part of the email or attachment it came from, and unresolved lines block confirmation instead of slipping through.
How does pricing compare?
Make publishes a free tier (1,000 credits per month, 2 active scenarios) and paid plans from Core at $9 per month billed annually through Pro at $16 and Teams at $29, with Enterprise custom. Billing is credit-based — Make switched from operations to credits in August 2025 — and a multi-step order-parsing scenario consumes several credits per run, so real cost depends on how it's built. PeasyOrders runs $99, $199, and $349 per month by confirmed order volume (200, 600, and 1,500 orders, with 3, 6, and 12 users), every feature on every plan, with a 30-day money-back guarantee. For order capture specifically, the bigger difference is usually the build and maintenance time, not the subscription. Quota warnings come at 70% and 90%; at 100% only new confirmations pause — intake keeps working.
Can I run Make and PeasyOrders together?
Yes, and it's a sensible split. PeasyOrders owns the capture step — reading the emailed order, matching your catalog, pricing per customer, review, and export to QuickBooks Online, Google Sheets, or CSV — and Make automates everything around it, from notifications to CRM updates. They meet cleanly at the exported order.
What does Make do that PeasyOrders doesn't?
Almost everything else, by design. Make is a general automation platform: 3,000+ app integrations, a visual scenario builder, and the freedom to automate nearly any process in your business. PeasyOrders does one job — order capture for QuickBooks Online wholesalers — and doesn't try to be an automation platform.
What does PeasyOrders do that a Make scenario doesn't out of the box?
The order-specific parts. It matches each line against your QuickBooks items, learns each customer's shorthand from confirmed corrections so 'the usual' resolves after a few orders, applies the per-customer pricing QuickBooks Online's API doesn't expose to any integration, flags what it isn't sure about instead of guessing, and puts a person's confirmation in front of every export. In Make, each of those is something you'd assemble and own.
Does PeasyOrders have a free trial?
No free trial — there's a 30-day money-back guarantee instead. Make's free tier is a genuine way to test a scenario before paying; PeasyOrders' equivalent is the first month on your real orders, at full capability, covered by the guarantee.