Make (formerly Integromat) is a no-code automation platform. This integration enables you to connect Freelo to other applications via API, thanks to which you can create your own automated process. For example – you can set the time reported in Freelo to be added to your Excel sheet. Or to create a project after a contract is completed in your CRM. This and much more is possible with Make. All you need to do is to set up a scenario correctly, which will do the required actions 24/7 without your intervention.
Creating a scenario
The connections that you create in Make are called scenarios. Once you’ve created an account in Make, you’re ready to start. Go to the Organization or Scenarios section and select Create a new scenario at the top right.
The page for the new scenario will open. Click the PLUS icon. A list of apps appears. In the search field, search for the first app you want to use. Select a module of the application. Each application offers many specific actions (modules).
Connection of Freelo account with Make
When you select Freelo and the Freelo action in the scenario, you need to select the account you want to link to Make.
- In the Connection section, click Add.
- Enter a name for the new connection that you will see in the Connection section in the future.
- Click Save.
- A window will pop up to authenticate your Freelo account. (If you are already logged in to Freelo, this step will be skipped.)
- Then the authorization process takes place – Make will ask you to access your account.
And it’s done! Freelo is connected to Make and you can finish setting up the action.
In the Connections section, you’ll find a list of all the connected apps to Make that you’ve created. Here you can delete your connections, edit their name, reauthorize or verify them.
In the Webhooks section, you will find a list of all created webhooks.
Working with the scenario
At the bottom of the page there are a series of functions for working with the scenario:
- PLAY icon to run the scenario once – useful for testing a newly created scenario.
- Controls – there is also an option to save the scenario. But don’t worry, if you forget to save the scenario and navigate anywhere else in the Make interface, a window will pop up with a warning and an offer to save your changes.
- Favorites – this saves the 4 apps you use in the scenario or add to this section via the PLUS icon, and you can add them to the scenario plan from here.
You can also edit directly in the scenario field. When you move the mouse cursor over a specific module or connection and right-click, you will see the menu options.
Click the left mouse button to edit the schedule, module settings, or connection. With drag & drop, you can move modules, move connections or move in the scenario. Use the mouse wheel to zoom in/out the whole connection map.
Editing an existing scenario
To edit a scenario you have created in the past, go to Scenarios > select scenario > click on Edit in the top right corner.
Don’t forget to save your changes. The Save icon is located at the bottom of the scenario.
Overview of scenarios
A list of all active and inactive scenarios you can find in the Scenarios section. Here you can delete, duplicate or move scenarios to folders, for example.
There are 4 default folders in this section (All, Active Scenarios, Inactive Scenarios, and Concepts). If you are going to have more scenarios, it is suggested to create your own folders for clear organization. Use the PLUS icon in the grey column on the left to create a folder.
You can move scenarios to folders either by drag & drop or by clicking Move to folder… under the arrow icon in the scenario row, see the example below.
The list of Freelo modules that can be set when creating a custom process (scenario) is listed here.
The list of Freelo modules in the scenario is categorized according to the Freelo structure for better orientation. You can also search for a specific module via the search field.
Types of modules
- Triggers – these are modules with an instant effect. Triggers are marked with the label INSTANT in the list of modules.
The extensive help from Make is also useful.