Create automations using Make.com

In this tutorial we will go through how to sign up and how to create a Make.com flow using CRMdata's API. Make.com is an integrationplatform on which you can create automated flows between different apps. CRMdata is not currently uploaded there is an app, so this is a guide on how to make automations using a HTTP request to our app.

Link to signing up to Make.com: https://www.make.com/en/register
linkt to login to Make.com: https://www.make.com/en/login

1. Before performing any action or creating any scenarios, ensure you have created an account on Make.com. This can be done by either clicking on this link: https://www.make.com/en/register.

You can also do this by going to https://www.make.com/en and clicking on the pink get started free button in the top right-hand corner.  

 If you already have an account, you can skip this step and go to the next step.

1. Once registered you can then proceed to login and start creating some flows. You can login by clicking on this link: https://www.make.com/en/login or by going to https://www.make.com/en and clicking on the login button in the top right-hand corner. 

when you have logged in you will land on a page that will look similar to this:

1. To create a new flow, navigate to Scenarios using one of the following methods:

Option 1: On the panel on the left-hand side, click on Scenarios, you will be redirected to a new page where you can manage all scenarios and create a new scenario.  

Click on Create a new scenario on the top right-hand corner.  

Option 2: Click Create a new scenario in the top right-hand corner.

1. After entering the Scenario Creation UI, you will see a search menu.

In that menu you can search HTTP and click on it in the list.  

Once you have searched for HTTP, navigate through actions and find Make a request and click on it.

A configuration panel will appear, where you need to fill in the necessary request details. 

• URL: The endpoint you try to connect to. Example: https://api.crmdata.se/articles to get all the articles.

• Method: GET, POST, PATCH. We only support GET at the moment.

• Headers:

• Required Basic Authorization which can be configured in advanced settings.

• Required schema header which can be applied in Add a header section.

• Adding the URL and choose which Method to use.

• Write the URL of your chosen endpoint under URL. See API documentation here: https://www.crmdata.se/en/api-docs/ for more information on how to build your URL.

Choose GET from the dropdown menu under method, since we only support that at the moment. 

Now you have to add headers. This is done by first clicking on the add headers button.

Then you should add the Schema header. Under name write schema and under value write your CRMdata license account ex: yourcompanyname@0XX. This will be provided by the system owner.

Now Basic Authentication must be added. To add Basic authentication, you need to first click on show advanced settings.  

Under username write your API username and under password write your API password. These will be provided by the system owner. 

5. Once all parameters are correctly set, click Save.

6. Run the scenario to test your HTTP request.

7. If everything has been set up correctly, data will successfully be received from the API and will be ready to get used in other modules. You will see something like this:

• After a successful request, you can integrate it into a larger automation.

• You can Schedule or trigger the Scenario to test out the HTTP request. 

• In this short guide, we have covered the process from signing up and signing in to creating a Scenario in Make.com, enabling you to integrate our application into your workflows.

• We have also covered how to set up and make an API call towards the CRMdata API and get results using Makes very own built in HTTP module.

• You are now ready to build and automate workflows efficiently on Make.com!