Getting Started
Make (formerly known as Integromat) is a powerful automation platform that connects various apps and services to create automated workflows, enabling users to streamline processes and enhance productivity. To get started, sign up for a Make account and log in to access the user-friendly dashboard.
Begin by exploring the pre-built templates that cater to various use cases, such as project management, marketing automation, or data integration. You can select a template to modify or create a new scenario from scratch. Use the visual scenario builder to add modules, which represent different applications and actions, and define the triggers and conditions for your workflow. Once your scenario is set up, run tests to ensure it operates as intended, and then activate it for automated execution.
Key Features
- Visual Scenario Builder: Make offers a drag-and-drop interface that allows users to design workflows visually, making it easy to see how data flows between different apps and actions.
- Wide Range of Integrations: Connect with thousands of apps and services, including Google Workspace, Slack, Shopify, and more, allowing for seamless data exchange and process automation.
- Conditional Logic and Filters: Implement conditional logic and filters to create dynamic workflows that respond to specific conditions, ensuring that tasks are executed only when necessary.
- Error Handling and Notifications: Set up error handling to manage exceptions in your workflows, and receive notifications for any issues that arise, ensuring reliability and transparency.
- Data Transformation Tools: Utilise built-in data transformation functions to manipulate data as it flows through your workflows, enabling seamless integration between apps with different data formats.
Use Cases
- Lead Generation and Management
Automate the process of capturing leads from various sources, such as web forms and email subscriptions, and organise them in a CRM or spreadsheet for easy management. - E-Commerce Order Processing
Create workflows that automatically update inventory, send order confirmations, and trigger shipping notifications whenever a new order is placed on your e-commerce site. - Social Media Automation
Schedule and publish social media posts across multiple platforms, and automatically track engagement metrics, allowing for streamlined content management and performance analysis. - Customer Support Automation
Set up automated responses for common customer inquiries received via email or chat, and route more complex issues to the appropriate support team members. - Data Synchronisation
Synchronise data between different applications, such as updating customer records in your CRM when new information is added to a marketing database, ensuring that your data is always current.
