Automate Revolut Business Workflows with Make.com

Automating Revolut Business processes with Make.com helps finance and operations teams reduce manual work, speed up approvals, and improve payment accuracy. This how-to guide walks you through replicable steps to connect Revolut Business to other tools and build reliable automation scenarios.

The instructions below are based on the official how-to guide for Revolut Business automation and adapted to help you structure effective, easy-to-maintain workflows.

Why connect Revolut Business with Make.com

Connecting Revolut Business to Make.com lets you orchestrate payments and approvals across all your business systems. Instead of moving data manually, you can trigger payments from contracts, invoices, or HR records as soon as conditions are met.

Typical benefits include:

• Reducing errors in international and local payouts
• Automating approval flows for finance and management
• Syncing invoice and payment status with your CRM or accounting tools
• Consolidating payment data for reporting and analytics

The platform lets you combine Revolut Business modules with other apps using visual scenarios, without complex custom code.

Prerequisites for Revolut Business automation in Make.com

Before building your automation, make sure you have the right access and data structure in place. This ensures that your Make.com scenarios run reliably and securely.

Accounts and access you will need

• An active Revolut Business account with API access enabled
• A Make.com account with permission to create and manage scenarios
• Access to any third-party apps you want to connect, such as CRM, accounting, HR, or contract management tools
• Proper user roles and approvals set up in Revolut Business for payments

Data and process preparation

To avoid issues later, define and standardize your data and workflows before building any Make.com scenarios.

• List key payment types: contractor payouts, supplier invoices, salary advances, refunds, or subscription charges
• Map required fields: beneficiary, IBAN or account details, currency, amount, payment reference, invoice ID, and cost center
• Define approval rules: who approves which type or size of payment, and when
• Document exceptions: what happens when a payment fails or needs manual review

Connect Revolut Business to Make.com

To start building automations, first create a connection between Revolut Business and Make.com. This lets your scenarios read account data and create or schedule payments.

Step 1: Create a new scenario

1. Log in to your Make.com dashboard.
2. Click Create a new scenario.
3. In the scenario editor, click the big plus icon to add your first module.
4. Search for Revolut Business in the app list.

You can start with a Revolut trigger (for example, a new transaction) or an action (for example, create a payment).

Step 2: Add a Revolut Business connection

1. After selecting a Revolut Business module, click Add to create a new connection.
2. Follow the prompts to authorize Make.com to access your Revolut Business account.
3. Use secure credentials and limit access to the specific accounts intended for automation.
4. Test the connection to confirm it can read balances or list accounts successfully.

Once the connection is established, you can re-use it across multiple Make.com scenarios that rely on Revolut Business data.

Designing payment workflows in Make.com

After connecting your accounts, you can design automation flows that read data from other tools and trigger payments via Revolut Business modules in Make.com.

Example 1: Automate invoice-based payouts

This automation uses Make.com to convert approved invoices into payments in Revolut Business.

1. Trigger: New or updated invoice in your invoicing or accounting app.
2. Filter: Only proceed if the invoice is marked as “Approved” or “Ready for payment”.
3. Data transformation: Map invoice fields (amount, currency, beneficiary, reference) to Revolut payment fields.
4. Payment creation: Use the Revolut Business module in Make.com to create a scheduled or instant transfer.
5. Status update: Write the payment reference or transaction ID back to the invoice record for reconciliation.

By storing the transaction ID in your source system, you simplify future reporting and audits.

Example 2: Approval workflows with Make.com

For higher-value transactions, you can build approval steps before a Revolut Business payment is executed.

1. Trigger: New payment request in a form tool, CRM, or project management system.
2. Conditional routing: Use filters in Make.com to branch logic based on amount, vendor, or cost center.
3. Approval step: Send an approval request via email, chat, or internal ticketing system.
4. Decision capture: Wait for an approval or rejection event and record the outcome.
5. Payment execution: If approved, create the payment in Revolut Business using the relevant module.
6. Notifications: Send confirmation messages to finance and the requester with payment details.

These approval chains ensure that only vetted payments reach Revolut Business while keeping the entire process automated in Make.com.

Monitoring and error handling in Make.com

Robust finance automation requires proper monitoring. Make.com offers tools to handle errors and exceptions so that failed payments or missing data do not go unnoticed.

Use error handlers and routes

• Add error handlers to Revolut Business modules to catch failed requests.
• Route errors to a dedicated channel, such as email, Slack, or a ticketing system.
• Log error details, including invoice ID, payment reference, and error message.
• Optionally create a retry route that attempts the payment again under defined conditions.

Track scenario runs and performance

Inside Make.com, use scenario run logs to review:

• Successful execution count over time
• Failed runs and the modules where they stopped
• Average execution duration, especially for time-sensitive payouts
• Which Revolut Business accounts or beneficiaries are used most frequently

Regular monitoring helps you refine filters, mappings, and approval rules to further stabilize your automation.

Best practices for secure Make.com finance automation

Because you are working with financial data and payments, it is essential to configure scenarios in Make.com with security and compliance in mind.

• Limit access: Restrict who can edit scenarios that involve Revolut Business payments.
• Use roles: Align roles in Revolut Business and Make.com so only authorized users can initiate and approve transfers.
• Test in stages: Start with sandbox or low-value payments before handling large transactions.
• Version control: Clone and update scenarios instead of making risky edits in production.
• Audit trails: Keep logs of important changes to rules, approvals, and limits.

Further resources for Make.com and Revolut Business

To deepen your automation skills and adapt flows to your own stack, review the original Revolut Business automation guide on Make.com and explore expert implementation help if needed.

• Official how-to guide: Revolut Business automation with Make.com
• Consulting and integration services: Consultevo automation consulting

By following the steps described here and in the official guide, you can turn Revolut Business into a fully integrated payment hub powered by Make.com, reducing manual work and improving the reliability of your financial operations.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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