July 1, 2024

How to Create a Scenario in Make.com

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Make.com, formerly known as Integromat, is a powerful automation platform that allows users to connect apps and automate workflows without needing to write code. Here's a basic guide to creating a scenario in Make.com:

Step 1: Sign Up or Log In

Before you begin, you'll need to sign up for a Make.com account or log in if you already have one. Once logged in, you'll be directed to the Make.com Dashboard, where you can manage your scenarios.

Step 2: Create a New Scenario

On the Dashboard, click the "Create a new scenario" button. This will open the scenario editor, which is the workspace where you'll design your automation.

Step 3: Select Your Apps

Now you need to choose the apps that you want to include in your scenario. Make.com provides a vast library of apps and services you can connect to. Just type in the name of the app in the search bar and click on it to add it to your scenario.

Step 4: Configure Triggers and Actions

With your apps selected, it's time to define the 'Trigger'—the event that will start the scenario. For example, receiving a new email might be a trigger. After selecting the trigger, you must set up 'Actions'—the events that occur as a result of the trigger. Drag and drop modules onto the scenario workspace to connect them logically.

Step 5: Setting up the Workflow

Each module will need some configuration. This usually involves logging in to the respective service and granting permissions to Make.com. After that, you can specify the details of each trigger and action, such as what constitutes a 'new email' or what the action should do with data when it's received.

Step 6: Test the Scenario

Before finalizing your scenario, you should test it to make sure everything works as expected. Click the "Run once" button to execute the scenario manually. Make.com will show each step being processed, which helps identify any issues or misconfigurations.

Step 7: Save and Schedule

After successfully testing your scenario, click the "Save" button. You'll also need to determine the scheduling for your scenario: Will it run continuously or at specific intervals? Set up your preferred schedule, and then choose whether the scenario should be turned on immediately.

Step 8: Managing Your Scenarios

Once you've created a scenario, you can manage it from the Dashboard. You can view its run history, edit its structure, or clone it to serve as a basis for new scenarios.

Creating a scenario in Make.com streamlines complex processes and integrates diverse systems with ease. As you become more familiar with the platform, you can delve into advanced features like filters, error handlers, and data manipulation, further enhancing your automated workflows.

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