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.
On the next screen, find your desired app using the search bar and select it by clicking on it.
After that, choose a trigger or action which should be the first in your scenario from the shown list:
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.
Go to Woodpecker and click Settings from the dropdown menu in the upper right corner.
Next, go to Marketplace → Integrations.
Click the API Keys tab.
Click the green Create a key button.
5. Copy the API Key by clicking the button.
6. Paste it into the Connection field in Make and Save it.
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.
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.
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.
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.
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.
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.
That’s it! Make will now transfer data between your apps for you.
Go visit their page to find out more about Make possibilities »