Make Quickstart Guide

Make is a great tool that with just a few steps can help you automate your workflow and data transfer.

Weronika Wróblewska avatar
Written by Weronika Wróblewska
Updated over a week ago

Make is the new version of Integromat. All Integromat users can continue to stay there for now, where they will get the details on upgrading to Make. Starting 2023, Integormat will no longer be supported.


IN THIS ARTICLE


1. Select your apps

In your main Make dashboard click on Create a new scenario in the top right corner.

"Create a new scenario" button

On the next screen, find your desired app using the search bar and select it by clicking on it.

Searching for Woodpecker in Make

After that, choose a trigger or action which should be the first in your scenario from the shown list:

Gif showing all the available actions and triggers in Make

2. Grant access

Generate the API key from Woodpecker and copy-paste it to Make. The tool needs this key to gain access to the prospect database, which will be synced for you.

  1. Go to Woodpecker and click Settings from the dropdown menu in the upper right corner.

  2. Next, go to Marketplace → Integrations.

  3. Click the API Keys tab.

  4. Click the green Create a key button.

Image with arrows pointing step-by-step how to generate API Key in Woodpecker

5. Copy the API Key by clicking the button.

Image showing icon which user can click to copy API Key to their clipboard

6. Paste it into the Connection field in Make and Save it.

Field to add API Key from Woodpecker in Make

7. Click on the Ok button and you’re good to go and expand your scenario.

In order to include an additional app to your scenario in Make, you need to add the next module.

To do so, click the right handle of the Woodpecker one. It will create an empty module and open a menu that allows you to add another app to your scenario.

Gif showing a list of various modules available in Make

3. Configure your sync

3.1 Set up a filter

Filters are a great solution to control the data flow between your modules in order to sync only the information which you need.

To add a filter between two modules, click on the connecting line between them.

Image showing the icon for setting up a filter in Make scenario

This will bring up a panel where you can enter the name for the filter that is to be created and define one or more filter conditions.

Pop-up window for setting up a filter in Make with Label and Condition to set

3.2 Schedule your scenario

Click the clock icon to open a dialog where you can schedule a scenario. Here, you can set when and how often your activated scenario is to be executed.

Gif of scheduling the time of scenario in Make

If you want to learn about more advanced features in Make, such as Flow Control, or Scenario Settings, check out their help articles »

4. Finalize your setup

Now all that is left is to start your syncing! Before that, you just need to test your scenario and activate it.

To test if your configuration is correct, click on the Run once button in the left bottom corner of your dashboard.

"Run once" button

If your test comes back with no error, you can start syncing your data. To do so, click on the switch button Scheduling under test one.

Switching on the scheduling in Make

That’s it! Make will now transfer data between your apps for you.

Go visit their page to find out more about Make possibilities »

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