Make.com Workflow Integration

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Overview

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Prerequisites

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Step 1: Setup Make.com Scenario

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Create New Scenario

1. Log in to Make.com
2. Click Create a new scenario
3. Name it: AgentFlow Automation

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Add Webhook Trigger

https://hook.eu1.make.com/abc123xyz789

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Build Automation Logic

1. Webhook Trigger (receives message)
2. Parse JSON (extract data)
3. Search Salesforce (find contact)
4. Update Contact (add note)
5. Send Email (notify sales rep)
6. Response (send confirmation)

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Configure Response Module

{
  "data": {
    "scenario_result": "{{your.processed.data}}",
    "status": "success",
    "execution_id": "{{execution.id}}"
  }
}

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Activate Scenario

1. Click Save (bottom left)
2. Toggle ON to activate
3. The webhook is now ready to receive requests

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Step 2: Create AI Connection in AgentFlow

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Manual Configuration

1. Go to Admin Dashboard → AI Models
2. Click Add Model
3. Basic info:
   • Name: Make.com CRM Automation
   • Model ID: make-scenario-executor
   • Description: Automated CRM updates via Make.com
4. API Configuration:
   • Endpoint: https://hook.eu1.make.com/abc123xyz789
   • Method: POST
5. Headers (optional):
   Copy

   {
     "make-api-key": "{{make_api_key}}",
     "Content-Type": "application/json",
     "User-Agent": "ChatPlatform/1.0"
   }
   
6. Request schema:
   Copy

   {
     "scenario_id": "{{scenario_id}}",
     "webhook_data": {
       "message": "{{message}}",
       "user_id": "{{user_id}}",
       "timestamp": "{{timestamp}}",
       "context": "{{context}}"
     },
     "execution_settings": {
       "mode": "webhook",
       "wait_for_completion": true,
       "timeout": 600
     }
   }
   
7. Response path: data.scenario_result
8. Click Save

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Step 3: Import via YAML

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YAML Configuration

name: "Make.com Scenario Automation"
model_id: "make-scenario-executor"
description: "Execute Make.com scenarios via webhook triggers for automated workflow processing"
endpoint: "https://hook.eu1.make.com/{{scenario_id}}"
method: "POST"

headers:
  make-api-key: "{{make_api_key}}"
  Content-Type: "application/json"
  User-Agent: "ChatPlatform/1.0"

request_schema:
  scenario_id: "{{scenario_id}}"
  webhook_data:
    message: "{{message}}"
    user_id: "{{user_id}}"
    timestamp: "{{timestamp}}"
    context: "{{context}}"
  execution_settings:
    mode: "webhook"
    wait_for_completion: true
    timeout: 600
    retry_on_failure: true

response_path: "data.scenario_result"

message_format:
  preset: "custom"
  mapping:
    role:
      source: "role"
      target: "webhook_data.user_role"
      transform: "lowercase"
    content:
      source: "content"
      target: "webhook_data.message_content"
      transform: "none"
    timestamp:
      source: "timestamp"
      target: "webhook_data.timestamp"
      transform: "iso8601"
    context:
      source: "context"
      target: "webhook_data.additional_context"
      transform: "json_stringify"
  customFields:
    - name: "scenario_metadata"
      value:
        platform: "make.com"
        version: "2.0"
        execution_type: "webhook"
        region: "eu1"
      type: "object"
    - name: "error_handling"
      value:
        max_retries: 5
        retry_delay: 2000
        exponential_backoff: true
        fallback_action: "notify_admin"
      type: "object"

suggestion_prompts:
  - "Create a scenario to sync customer data between CRM and email marketing"
  - "Set up automated lead qualification and routing"
  - "Build a scenario for invoice generation and payment tracking"
  - "Create an automated social media posting workflow"
  - "Set up a scenario for order fulfillment and shipping notifications"

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Import Steps

1. Replace {{scenario_id}} with your webhook path
2. Admin Dashboard → AI Models → Import Model
3. Upload YAML file
4. Review configuration
5. Click Import

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Step 4: Assign to Group

1. Admin Dashboard → Groups
2. Select or create group (e.g., “Sales Team”)
3. Manage Models → Enable Make.com Automation
4. Set permissions:
   • Execution limit: 500/day
   • Priority: Medium
   • Access hours: 24/7
5. Save Changes

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Step 5: Use in Chat

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Trigger Scenarios from Chat

1. Chat Interface → New Conversation
2. Select Make.com model
3. Send message to trigger

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Example Use Cases

Add new contact: John Doe, email: [email protected], company: Acme Inc, status: lead

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Advanced Scenarios

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Multi-App Integration

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Conditional Routing

// Router module configuration
if ({{message.type}} === "urgent") {
  // Route to priority channel
  return "urgent_path";
} else if ({{message.value}} > 10000) {
  // Route to high-value workflow
  return "high_value_path";
} else {
  // Standard processing
  return "standard_path";
}

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Error Handling

1. Click wrench icon on any module
2. Select Add error handler
3. Choose error handling method:
   • Ignore: Continue execution
   • Rollback: Undo changes
   • Retry: Attempt again
   • Commit: Finalize and stop

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Regional Endpoints

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Troubleshooting

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Operations & Pricing

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Understanding Operations

• API calls
• Data transformations
• App connections

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Pricing Tiers

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Best Practices

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Popular Integrations

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CRM Automation

• Salesforce + Gmail + Slack
• Auto-create contacts from emails
• Notify team of new leads

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E-commerce

• Shopify + Stripe + SendGrid
• Process orders
• Generate invoices
• Send confirmation emails

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Marketing

• Twitter + Buffer + Airtable
• Schedule posts
• Track engagement
• Log analytics

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HR & Operations

• BambooHR + Google Workspace + Slack
• Onboard new employees
• Create accounts
• Notify teams

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Migration from Zapier

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Next Steps