Amwork + Make.com Integration Manual

Amwork + Make.com Integration Manual

We are happy to announce that Amwork now integrates seamlessly with Make.com, enabling you to automate your workflows. This guide provides a step-by-step manual to set up and use the integration, along with practical examples of automations.

Getting Started

Step 1: Create a Make Account

1. Visit Make.com and sign up for a free account. If you already have an account, log in.

2. Familiarize yourself with Make.com’s interface, which allows you to create “scenarios” (automation workflows).

Step 2: Install the “Amwork” App on your Make account

1. Open this link to access the Amwork app on Make.com.

2. Click Install to add Amwork  to your Make workspace.

Step 3: Connect Amwork to Make

1. In Make, create a new scenario and select one of the available Amwork modules as your starting module.

2. When prompted, authenticate your Amwork account:

• Enter your API Key from Amwork. It can be found in the “API Access” section of the account settings.

• Enter login and password from your account and click Create Connection.

Using Amwork Modules in Make

Amwork’s integration offers a range of modules to help you manage your workflows:

1. Card (Lead) Management

• Create a Card: Automatically create new leads from incoming form submissions or emails.

• List Cards: Find specific leads based on criteria such as name, stage, or creation date.

• Update a Card: Modify lead information, such as responsible user.

• Delete a Card: Remove outdated or invalid leads from your system.

2. Task Management

• Create a Task: Add tasks for your team with a variety of settings.

• List Tasks: Retrieve tasks based on status, due dates, or assignees.

• Update a Task: Modify task details like due dates or assigned users.

• Delete a Task: Remove completed or unnecessary tasks.

3. Activity Management

• Create an Activity: Add activities such as meetings, calls, or emails for tracking purposes.

• List Activities: Retrieve specific activities using filters like date or type.

• Update an Activity: Edit activity details as needed.

• Delete an Activity: Remove activities that are no longer relevant.

4. Universal Module

• The Universal Module lets you call any API endpoint from Amwork, enabling advanced use cases and flexibility. Use our API Documentation to configure this module.

Example Automations

Example 1: Create a New Lead from an Incoming Email

Scenario: When someone sends you an email, automatically create a lead in Amwork.

1. Trigger: Webhook module receives incoming email event. Configure webhook module from one of the email providers available in Make.

2. Action: Amwork > Create a Card module creates a new lead with the email data.

Example 2: Update Task Status Based on External Trigger

Scenario: Change the status of a task in Amwork when a specific event occurs in another app.

1. Trigger: An external app (e.g., Slack) sends an event update.

2. Action: Amwork > Update a Task module updates the task status to “Completed.”

Example 3: Transfer Leads from Other CRM 

Scenario: Transfer Leads information from your CRM system to Amwork.

1. Search: Use your CRM (e.g., Pipedrive) module to list all your leads.

2. Action: Amwork > Create a Card module creates a new lead for each lead from other CRM.

3. Map the data between modules correctly to transfer all information in seconds.

Tips for Success

• Test Your Scenarios: Use the “Run Once” feature in Make to test your scenarios before activating them.

• Use Filters and Routers: Optimize workflows by filtering data and splitting it into different paths.

• Check Logs: Review scenario logs to troubleshoot and refine automations.

• Contact Support: If your scenario doesn’t work as expected or some strange error happens, please contact our support. We will help you debug your automations. 

https://www.make.com/en/integrations/amwork