Make Integration Detailed Documentation

he 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

Demo URL

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: Read more →

Settings – Make Integration

• To set up a new Make integration, click the “Add Make” 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 Employee, Leave Approve/Reject, 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.

• After creating a record, the list displays Action, Module Name, Method, and Status

(Active/Inactive). A toggle switch is provided to enable or disable the webhook by switching its status between Active and Inactive. When the webhook is set to Inactive, it will not function.

• 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.

Example

• Once configured, the Make Add-On works as follows. Here is an example for which I have connected

Make.

• Select the module “Create User” because I want to get the details of all the users that will be

created on my site. Then, Select the Method “POST”. At last, I paste here my Make Webhook URL, which I got from my Make Account. After completing all of this, I simply clicked on the “Create” button to save all of these details.

• Then I go to the User Create page. In this Create User pop-up, I have entered some required

details of the User like name, email, select role, and password. Then I clicked on the “Create” button to save all of these users’ details.

• After that, when I look at my Make Account site, I get the response of the created user with all

of the details.

Available Add-Ons By Category

General

• New User
• New Sales Invoice
• Sales Invoice Status Updated
• New Sales Proposal
• Proposal Status Updated
• New Purchase Invoice
• New Warehouse

Account

• New Customer
• New Vendor
• New Revenue

Appointment

• New Appointment
• Appointment Status

CMMS

• Work Order Request
• New Supplier
• New POs
• New Component
• New Location
• New PMS
• New Work Order

Contract

• New Contract

HRM

• New Award
• New Event
• New Announcement
• New Holidays

Lead

• New Lead
• Lead to Deal Conversion
• New Deal
• Lead Moved
• Deal Moved

Recruitment

• New Candidate
• Interview Schedule
• Convert To Employee
• New Job Posting

Retainer

• Create Retainer
• New Retainer Payment

Sales

• New Quote
• New Sales Order
• New Meeting

Mewayz Tasks

• New Project
• New Task
• New Bug
• New Milestone
• Task Stage Updated
• New Task Comment

Training

• New Trainer
• New Training

Zoom Meeting

• New Zoom Meeting

Portfolio

• New Portfolio
• New Portfolio Category

Spreadsheet

• New Spreadsheet

Fix Equipment

• New Accessories
• New Asset
• New Audit
• New Fix Equipment Component
• New Consumables
• New Licence
• New Fix Equipment Location
• New Maintenance
• New Category
• New Depreciation
• New Manufacturer
• New Pre Defined Kit
• New Status

Visitor Management

• New Visitor
• New Visit Purposes

WordPress WooCommerce

• New Product
• New Product Category
• New Tax

Feedback

• New Template
• New Feedback Rating
• New Rating

School

• New Admissions
• New Parents
• New Students
• New Homework
• New Subject
• New Time Table
• New Employee
• New Classroom

Cleaning Management

• New Cleaning Team
• New Cleaning Booking
• New Cleaning Invoice

Time Tracker

• New Tracker

Machine Repair Management

• New Machine
• New Repair Request

Hospital Management

• New Doctor
• New Patient
• New Hospital Appointment
• New Hospital Medicine
• New Specialization
• New Medicine Category
• New Bed Type
• New Ward
• New Hospital Bed
• New Medical Records

Internal Knowledge

• New Article
• New Book

Innovation Center

• New Creativity
• New Challenge
• New Category
• New Stage

To Do

• New To Do
• New To Do Stage

Documents

• New Document
• New Document Type

Agriculture Management

• New Agriculture Fleet
• New Agriculture Process
• New Agriculture Cycle
• New Agriculture Office
• New Agriculture Activity
• New Agriculture Service
• New Agriculture Cultivation
• New Agriculture Equipment
• New Agriculture Claim Type
• New Agriculture Department
• New Agriculture Canal
• New Agriculture Season Type
• New Agriculture Service Product
• New Agriculture User

Property Management

• New Property
• New Property Units
• New Tenant
• New Property Invoice
• New Property Invoice Payment

LMS

• New Course
• New Course Order
• New Custom Page
• New Blog

Beverage Management

• New Manufacturing
• New Raw Material
• New Packaging
• New Collection Center
• New Bill of Material
• New Bill Item Material

Courier Management

• New Branch
• New Service Type
• New Tracking Status
• New Package Category
• New Courier
• New Payment

Repair Management System

• New Repair Order Request
• New Repair Part
• New Repair Invoice

Freight Management System

• New Freight Booking Request
• New Freight Container
• New Freight Customer
• New Freight Price
• New Freight Service
• New Freight Route
• New Freight Invoice
• Update Freight Shipping Order
• Update Freight Shipping Service
• Update Freight Shipping Container

Contract Template

• New Contract Template
• Duplicate Contract Template

File Sharing

• New File

Garage Management

• New Fuel Type
• New Garage Category
• New Garage Vehicle
• New Service
• New Vehicle Brand
• New Vehicle Color
• New Vehicle Type
• New Job Card

Beauty & Spa Management

• New Beauty Service
• New Beauty Booking
• Update Working Hours

Insurance Management

• New Insurance
• New Policy
• New Policy Type
• New Insurance Invoice
• New Insurance Claim
• New Insurance Claim Payment

Document Template

• New Document Template
• Duplicate Document Template
• Convert Document Template

Video Hub

• New Video

Meeting Hub

• New Meeting
• New Meeting Task
• New Meeting Minute
• New Meeting Note