May 1, 2024

How to Build make.com Scenarios

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Make.com (formerly Integromat) is a powerful automation platform that allows you to connect apps and services to automate workflows, enabling you to work more efficiently. Here’s a step-by-step guide to building your own make.com scenarios:

Step 1: Sign Up or Log In

To start building scenarios, you first need to create an account on make.com or log in if you already have one.

Step 2: Understand the Interface

After logging in, acquaint yourself with the make.com dashboard. The main components are:

  • The Dashboard where you see all your scenarios and templates.
  • The Scenarios section where you design your automations.
  • The Templates area that offers predefined scenarios for inspiration.

Step 3: Create a New Scenario

Click on "Create a new scenario" from the dashboard. This will take you to a visual editor where you’ll build your automation flow.

Step 4: Choose Your Triggers and Actions

Every scenario starts with a trigger, an event that initiates the workflow. For example, receiving an email could be a trigger. After the trigger, you add actions, which are the tasks performed automatically, such as creating a task in a project management tool from that email.

  • To add a trigger or action, click the plus (+) icon and select the relevant service.
  • After selecting a service, you'll pick the specific trigger or action from the provided options.

Step 5: Connect Your Apps

Once you've chosen your services, you’ll need to connect your accounts. Click on the service icon to add connections and provide necessary permissions.

Step 6: Set Up Your Trigger

Customize your trigger by setting up filters or defining specific conditions under which it should activate.

Step 7: Design Your Actions

After the trigger, design the sequence of actions. You can drag and drop action modules into place, linking them to the trigger.

  • Each action may have various fields to complete, which you can populate with data retrieved from the trigger or previous actions.
  • Use "Iterator" modules if you need to loop through sets of data.

Step 8: Test Your Scenario

Before activating your scenario, click on the "Run once" button to test it. This helps ensure that your scenario works as expected.

Step 9: Activate Your Scenario

If the test is successful, click on the "Activate" switch in the bottom left corner to start running your scenario automatically.

Step 10: Monitor Your Scenario

Regularly check your scenario for any errors or issues. You can view logs to troubleshoot any problems and make adjustments as needed.

Building scenarios in make.com can seem daunting at first, but once you've learned the fundamentals through practice, you'll be able to automate complex workflows, saving time and reducing the chance for error in your day-to-day tasks.