Make (formerly Integromat): How to use?
Make has a bunch of different triggers, actions and searches that make your sales process smoother and easier to handle. Let’s see how this all works!
If you are wondering what Make is and how to connect it with Kommo, then check out our Make – How to connect article.
In this article, you will be learning:
Building workflow in Make
In order for Make to automate your tasks for you, you have to create a scenario. A scenario consists of a series of modules that indicate how data should be transferred and transformed between apps and services. Building a workflow in Make is always made up of four steps:
- Select a trigger by connecting your app – It kicks off your automatic workflow
- Choose an action and build a scenario
- Test your scenario
- Activate it
Types of Make Modules
Module is a general name for the steps of your scenario. Make distinguishes five types of modules:
The last two are intended for advanced scenarios.
The scenario is made up of a number of modules that decide how the data is transferred or transformed between apps or services.
Actions – are the most common type of module.
- A typical action module returns just a single bundle which is then passed on to the next module for processing.
- Action modules can be placed at the beginning, middle or end of a scenario.
- Scenarios can contain an unlimited number of action modules.
For example, you have chosen the ‘Create a lead’ action in Kommo. When you make a scenario with, let’s say, Twitter, it will navigate possible leads according to your chosen events and make them into lead cards in your pipeline. Super handy, isn’t it?
Trigger modules – launch the process when there has been a change in a given service. The change can be a creation of a new record, deletion of a record, update of a record, etc.
- Every trigger can return zero, one or more bundles which are then passed on to the next module for processing.
- Triggers can be placed only at the beginning of a scenario.
- Each scenario can contain only one trigger.
As an example, I can choose the Watch events trigger and mark the ‘The responsible user changed for the Lead’. Once the responsible user is changed for a Lead, your scenario will be launched.
Searches – retrieve the data matching the parameters you specify.
- A typical search module returns zero, one or more bundles which are then passed on to the next module for processing.
- Search modules can be placed at the beginning, middle or end of a scenario.
- Scenarios can contain an unlimited number of search modules.
Aggregators – are modules that accumulate multiple bundles into one single bundle.
- Every aggregator returns only one bundle which is then passed on to the next module for further processing.
- Aggregators can be placed only in the middle of a scenario.
- Scenarios can contain an unlimited number of aggregators.
Iterators – are modules that split arrays into multiple, separate bundles.
- Every iterator returns one or more bundles which are then passed on to the next module for processing.
- Iterators can be placed only in the middle of a scenario.
- Scenarios can contain an unlimited number of iterators.
Kommo app modules on Make
On Make, Kommo app modules are grouped into 6 sections: Events (Triggers), Leads, Contact, Task, Note and Other. Now, we will discuss each of them according to their module types.
The Kommo app on Make has two triggers:
Watch Events – This instant trigger monitors Kommo for selected events. You can choose the events you want to watch and changes in these events activate your scenario.
Watch Tasks – Obtains a list of tasks with the possibility of filtering and paging. Here you can configure the filter according to your needs and pull task information based on filter settings and time
There are a wide range of actions for you to benefit from. You can choose from the following actions to build your scenario:
- Create a Company
- Create a Contact
- Create a Lead
- Create a Note
- Create a Task
- Get account Info
- Link entities
- Make an API Call
- Unlink Entities
- Update a Company
- Update a Lead
- Update a Contact
- Update a Note
- Update a Task
When it comes to Searches, Kommo app allows the following choices:
- Create Contacts
- Create Leads
- Get Company Info
- Get Contact Info
- Get Contacts
- Get Customers
- Get Lead Info
- Get Leads
- Get Notes
- Get Products
- Get Task Info
- Get Tasks
- Make an API Call With Normalized
- Shorten a Link
If you want to know more about modules, integrations and templates on the Kommo app in Make, have a look at our page on the Make website.
You don’t have an account on Make yet? Sign up for free and boost your sales in Kommo!
Need more help in setting up or troubleshooting? Contact us by sending an email to firstname.lastname@example.org or write to us on Facebook.
Not a user yet? Visit our tour page or contact us for a demo.