Make Integration

Owned by Carlos Enrique Hoy Chi
Last updated: Aug 09, 2024 by Angel Primitivo Vejar Cortés
5 min read

Purpose:

The purpose of this walkthrough is to help you set up your Thiio’s app on the Make Platform.

Pre Requisites:

Overview

The Make.com App is designed to streamline and automate workflows by integrating various services such as Google Sheets, Slack, ChatGPT, among others through instant triggers and actions.

Thiio’s app on Make has 10 instant triggers, allowing users to respond to specific events in real-time via webhooks. Additionally, it includes 4 actions that enable users to perform API calls efficiently.

Instant Triggers

Instant Triggers are notifications or “messages” that Thiio sends to Make when certain events happen, so you can connect a lot of apps to make powerful integrations.

Each Instant Trigger on Make requires setting up a unique Webhook, which is simply a URL where notifications are sent.

Currently you can receive notifications for:

  • Order completed

  • Transaction declined

  • Contact created

  • Refund applied

  • Shipping Tracking Info Updated

  • Subscription canceled

  • Customer created

  • Product conflicts

  • Approved transaction

  • Survey completed

Instant Triggers are easily recognizable on make because they start with “Watch …”. And usually triggered as soon as we send the message to your instant trigger’s webhook.

Actions

Actions are messages that Make sends to Thiio so we can make specific tasks, right now these actions allow you to create leads, cancel subscriptions and update shipping tracking information from your orders.

Getting Started

  1. Create a Make.com account or login into your existing account

  2. Install the Thiio app to your workspace by opening the following invite link, then click the install button. https://www.make.com/en/hq/app-invitation/51e417c3c20c357a940e4c8c26b2df82

Currently the only way to install the app is through the invite link, we’re working to make this globally available.

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  1. Once installed, all modules are available for your use in Make’s scenarios.

Creating and testing an Instant Trigger

Thiio’s integration on Make uses a base connection to access our services, this connection will require your current domain, your email and password.

In most cases, a single connection is sufficient for the entire app, allowing you to reuse the same connection across all your instant triggers and actions.

Each connection is tied to a specific user, which is why an email and password are required. If you need to perform actions with different user accounts, you can set up multiple connections as needed.

Steps:

  1. Open an empty Scenario.

  2. Type “Thiio” on the search bar and you’ll see your recently installed app. You can click “Show more” to see the rest of our triggers and actions.

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  1. Select any trigger, for this example we’ll use Watch Contact Created.

  1. Each Instant Trigger requires a webhook so let’s create it by clicking the Create a webhook button.

  1. Webhooks require a connection, since it’s the first module you use, you need to create one by clicking the Create a connection button.

  1. Fill in your Domain, Email and Password (make sure your domain includes https at the start and doesn’t end with a slash “/” character. Click the Save button.

Correct domain format: https://yourdomain.com

Incorrect domain format: yourdomain.com, https://yourdomain.com/

  1. You should see the new connection already selected. If you want to, you can change the Webhook name. When you are ready click the Save button.

  1. The webhook automatically attaches to our server upon creation. Click the “OK” button.

  1. The Contact Created Instant Trigger and your Thiio connection are ready to use.

    To verify this, you can go to Settings > System Notifications on your Thiio’s admin dashboard. Make sure to activate the Contact Created notification by clicking the switch on the corresponding card.

  1. Now let’s head back to your Make Scenario and click the “Run once” button.

  1. The Make Scenario will look like this until you create a new contact.

  1. Back on your Thiio admin panel, go to Contacts > Leads, click the blue button on the bottom right corner and fill up the contact form, then click on SAVE.

    After a couple of seconds your Make Scenario should get the new contact created, you can see the trigger details by clicking on the bubble right on top of the Watch Contact Created module.

  1. Good job 🥳, now you know how to create a Thiio Instant Trigger and connection on Make.

Creating and testing an Action

As previously mentioned, actions are messages that Make sends to Thiio to execute various operations. A common use case is when you have a trigger from another integration, such as Google Sheets or Google Forms, and need to use that data to create a lead, cancel a subscription, or update shipping tracking information.

For this scenario, you should have already created your connection.

Steps:

  1. Open an empty scenario and search for the Thiio app, then click on “Show more”. For this example we’ll use the Create Contact action which is almost at the bottom of the list.

  1. Select (or create) the connection you’d like to use. And fill some test values, then click “OK”.

  1. To execute the action, click the Run once button.

  1. Actions are executed almos instantly, so you’ll get a response like this.

  1. You can verify the operation was successful by going to your Thiio admin dashboard on Contacts > Leads. The top row matches the test values we used for this example.

  1. Great! Now that you know how to use actions, your next steps are to incorporate these modules with other integrations, such as Google Sheets. This allows you to dynamically select and fill specific elements within your Thiio action module.

If you'd like to learn more about Make integrations, please refer to their documentation.