This Make (Integromat) Tutorial for Beginners guide allows you to swiftly navigate and master the automation platform, equipping you with the skills to comfortably create, manage and schedule automations for various software platforms seamlessly.
- Learn how to navigate the make.com interface effectively
- Understand how to create and manage automation scenarios
- Discover how to set up filters and create conditional flows
- Master the art of scheduling your automations
- Uncover how to monitor operation and data transfer limits
Make (Integromat) Tutorial for Beginners: Simplifying Automation Across Platforms
Hello, my name is Justin. Today, I’m going to teach you how to use make.com, formerly known as Integromat platform, to create automations across any software or platforms that you’re using. The aim of this tutorial is to make the learning curve of make.com really manageable and turn you into an automations master in no time.
Zapier is another tool out there that does a similar job as make.com (formerly Integromat). But between the two, Make is more powerful, offering enhanced features and a friendlier interface. You can split operations an infinite number of times, have an infinite number of actions, and the interface is much easier to work with.
Our objective is simple: to help you understand how automation scenarios work, shedding light on triggers, searches, actions, routing, and scheduling. So, let’s dive deep into the world of automated platforms!
Understanding the Interface
When you first log into make.com, several features are displayed on your right, such as your operation and data transfer limits. These limits depend on which plan you’ve selected. It’s always wise to keep an eye on the usage, as your automations will cease to work if your limits are hit 100% before the next billing cycle starts.
You will find three particularly handy tabs: scenarios, connections, and webhooks. The scenarios tab allows you to create and manage all your automations, while with ‘connections’ you can connect various software platforms to make.com for use in your automations. The ‘webhooks’ tab lets you configure listeners on connected platforms.
There are other features like Team settings, Templates, Key, Devices, and more, which are more suited for advanced users. However, 99.999% of what you will need can be achieved by leveraging Scenarios, Connections, and Webhooks.
Creating and Managing Scenarios
The first step to automation is creating a new scenario. Scenarios are, in essence, your automation flow, with the first being your Trigger and the subsequent ones being Actions. Selecting an application and defining the trigger is as simple as clicking through and following the on-screen instructions. For instance, you could set a trigger for when a new row is added to your Google Sheets.
Following the trigger setup, you can set up a series of actions that must be executed when the condition set by the trigger happens. You can add as many actions as you like and make splits and branches however you prefer.
Setting up Filters and Conditional Flows
In addition to actions, you can also set up filters which work on conditions. Basically, you specify the conditions on which the subsequent actions in the automation flow should carry on. You can also create multiple routes, where actions are performed based on different conditions.
Scheduling Automations
After setting up your automation scenario, you’ll need to decide on how often it should check for changes that satisfy your trigger. These checks impact your operations load and are also billable, so finding