May 1, 2024

How to Trigger Actions in Make.com

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Make.com, formerly known as Integromat, is a visual automation platform that enables you to connect apps and automate workflows. Triggering actions on make.com is the first step in creating a scenario that will automate your tasks. Here's a step-by-step guide on how to trigger actions in make.com:

Step 1: Create an Account

If you haven't already, sign up for an account on make.com. You can start with a free plan which offers a limited number of operations per month.

Step 2: Understand Triggers and Actions

Make.com works by defining scenarios where a 'trigger' initiates a series of 'actions.' A trigger is an event that starts the workflow, such as receiving an email or a new record appearing in a database. An action is the event that happens as a result, like sending a notification or creating an invoice.

Step 3: Create a New Scenario

After logging into your dashboard, click on "Create a new scenario." You will be taken to the visual scenario editor, where you can set up your automated tasks.

Step 4: Select a Trigger

In the visual editor, you'll see a big “+” button. Click this to add the first module, which should be your trigger. Search and select the service you want to trigger the scenario. Each service has its own set of triggers; for example, "Email" might have "Receive an email" as a trigger.

Step 5: Configure the Trigger

Once you've chosen your trigger, you need to configure it. This generally involves connecting to your account on the external service and setting up any necessary parameters, such as specifying a folder for email triggers or a keyword to watch for.

Step 6: Add Actions

After setting up your trigger, click on another “+” button to add an action. You can choose actions from the same service as your trigger or from a different service to perform cross-platform automation.

Step 7: Configure the Action

Similar to triggers, configure your action by connecting to the service and specifying the details of the task you want to perform. You might need to fill out fields, select options, or use data from the trigger to personalize the action.

Step 8: Test Your Scenario

Before letting your scenario run live, it’s important to test it. Make.com offers a “Run once” button that executes the scenario using the current settings. Check to make sure that the trigger and action work as expected.

Step 9: Save and Schedule

If the test is successful, save your scenario and decide when you want it to run. You can schedule it by setting specific intervals or let it trigger in real-time as events occur.

By following these steps, you can effectively trigger actions in make.com to automate repetitive tasks, saving you time and increasing efficiency. Once you’re comfortable with the basics, you can explore more complex scenarios with multiple triggers and actions to further optimize your workflow.