The Make formerly known as Integromat, is an automation platform that allows you to connect different tools and automate workflows visually without needing to know how to program. And the best part is that Reportei can now also be integrated with Make.
In this article, you will understand how this integration works, which plans are compatible, and how to configure it.
What is Make
Make allows you to create automations called scenarios that define how and when data should be transferred, triggered, or transformed between different applications such as
- Gmail
- Google Sheets
- CRMs
- And now Reportei Reportei!
How the integration with Reportei works
Unlike other networks, Make does not appear in the integration screen of Reportei. To configure your automation flows, you just need to
- Access Make at https://www.make.com
- Create a new scenario
- Search for Reportei within Make
- Select the desired triggers or actions
- Connect your Reportei account with the API token. explained below
On which plan is Make available
The integration with Make is available for all Reportei plans. However, the availability of actions and triggers depends on your contracted plan..
📌 Example
If you are on the Starter plan, you will not be able to use the action Create milestones in Timeline because this functionality is not part of that plan. Trying it will result in an API error.
What can I automate with Make
Available actions
- Create reports
- Create dashboards
- Create milestones in Timeline
- Make custom API calls for advanced actions
Available triggers
- Monitor report creation
- Monitor dashboard creation
- Monitor creation of milestones in Timeline
- Monitor executed automations
- Monitor goals achieved
- Monitor unmet goals
How to connect Reportei to Make
To connect your Reportei account to Make, you will need to generate an API token. Follow the step-by-step guide:
- Access your account in Reportei
- Go to Settings > API Tokens
- Click on Generate new token
- Copy the generated token
- In Make, when adding Reportei to the scenario, paste this token into the connection screen.
Keep this token securely as it is the access key to your account via API.
If you have any questions, contact our support team.