Make Integration Detailed Documentation

Introduction

The Make Integration Settings is a comprehensive webhook automation system that connects your business software with Make.com (formerly Integromat) to enable seamless data synchronization and workflow automation. This system allows you to configure webhook connections for various business Add-Ons including General operations, Account management, HRM, CRM, Sales, and numerous specialized industry Add-Ons. When specific events occur in your system such as creating users, generating invoices, updating project status, or processing payments, the configured webhooks automatically send real-time data to your Make scenarios for further processing and integration with third-party applications. The system supports both Company and Super Admin access levels with different Add-On availability based on user permissions.

How To Install The Add-On?

To Set Up the Make Add-On, you can follow this link: Setup Add-On.

How To Use The Make Add-On ?

Super Admin Login – Make Integration Settings

• Super Admins can connect the system to Make by adding webhook links. This helps run actions like Create User or New Subscriber in Make when something happens in the system.
• To set it up, click the Create button on the Make settings page. Choose the action from the Add-On list like Create User or New Subscriber. Then select the request type like GET, POST, or PUT. After that, paste the webhook URL you copied from your Make account.
• All your added webhooks will show in a list with details like Add-On name, Add-On, Method, and URL. You can create new webhooks or update and delete existing ones from the same page.
• To generate the credentials you can follow this link: https://workdo.io/documents/how-to-generate-credentials-of-make/

System Settings – Make Integration

• To set up a new Make integration, click the “Create” button on the Make integration settings page. First, select the specific Add-On from the comprehensive dropdown list that includes options from General operations like Create User, New Invoice, and Invoice Status Updated, Account management functions such as New Customer, New Bill, New Vendor, New Revenue, and New Payment, HRM Add-Ons including New Award, New Announcement, New Holidays, New Monthly Payslip, New Event, and New Company Policy, and many other specialized Add-Ons covering areas like Recruitment, Training, Support Tickets, CRM, Sales, and industry-specific solutions.
• Next, choose the HTTP method from the dropdown options including Get, Post, or Put based on your Make scenario requirements and the type of data you want to send. Then enter the webhook URL that you copied from your Make account, this is the unique webhook URL generated when you create a webhook trigger in your Make scenario.
• The list page displays all configured integrations with columns showing Add-On, Module, Method, and URL information. You can use the Create button to add new webhook integrations and perform Edit or Delete actions on existing webhook configurations as needed.
• For Company login users, the system provides access to 79 different Add-Ons covering comprehensive business operations. For Super Admin login users, the system provides access to General Add-Ons for system-wide management.

Available Add-Ons By Category