May 1, 2024

What is Make.com Scenario

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Make.com, formerly known as Integromat, is an advanced online automation tool that connects a vast array of apps and services to streamline workflows and automate tasks. At the heart of Make.com is the concept of "scenarios," which are essentially automated workflows that you design to perform specific tasks across different applications without manual intervention. Each scenario involves a series of "modules" that represent actions or operations in various apps.

How to Create a Make.com Scenario:

Step 1: Sign Up and Log In
First things first, set up an account on Make.com. Once signed in, you'll be directed to the Make.com dashboard.

Step 2: Create a New Scenario
Click on the "Create a new scenario" button found on the dashboard. This will open a visual editor where you'll build your scenario.

Step 3: Choose Apps and Services
Start by adding modules for the apps or services you wish to connect; each module corresponds to a specific action or trigger in the app. Search for the app in the module's search bar and select the relevant one.

Step 4: Set Up Triggers
Triggers are events that prompt your scenario to run. For instance, you could set a trigger for when you receive a new email in Gmail. Configure the settings as prompted by Make.com, which might include logging into the app and setting specific conditions for the trigger.

Step 5: Add Actions
After setting the trigger, add actions that you want the scenario to perform. This could be anything from creating a new record in a database to sending a notification. Each app has its own set of actions within Make.com.

Step 6: Map Data Between Modules
Make.com allows for the passing of data from one module to the next. For example, if you receive an email (trigger), you can extract the sender's email address and use it in a subsequent action, like adding it to a CRM.

Step 7: Set Scenario Scheduling
Determine how often you want the scenario to run: it can execute immediately after the trigger is activated, or you can schedule it to run at regular intervals.

Step 8: Run Tests and Debug
Before activation, run tests to ensure the scenario behaves as expected. Make.com provides a debugging feature to help you troubleshoot any issues.

Step 9: Activate the Scenario
Once testing is successful, activate the scenario. It will now operate automatically according to the configured triggers and actions.

Make.com scenarios are versatile and can be as simple or complex as needed to facilitate a wide range of automation tasks. With the comfort of automated workflows, you can save time, reduce errors, and focus on more strategic work.