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Make Integration

What is Make?​

Make is a powerful automation platform that allows you to create complex workflows and integrate different applications and services. It provides:

  • Webhook functionality to receive and respond to external triggers
  • API integration capabilities to interact with various services
  • Integration with common tools like email, SMS, calendar, Google services, etc.
  • Visual workflow builder for creating complex automated processes

How to Integrate Make?​

You can use Make's webhook functionality to receive data and trigger automated workflows. Simply place the webhook URL generated in Make into your ezsite prompt. When data is received, ezsite will send it to Make's webhook to process.

Below is an example of creating a CRM system with Deals, Contacts, and Companies, featuring a light theme. When making calls to contacts, it triggers Make's webhook to process the data and uses Vapi to implement AI calling functionality.

  1. Create a CRM system with Deals, Contacts, and Companies using a light theme. For example:
You need to build a crm sytem and you need to have: Deals, Contacts and Companies. Make it a light theme.

make-integration-crm

  1. Introduce 5 deal stages and enable drag-and-drop functionality.
Please introduce 5 deal stages and let me drag and drop deals.

make-integration-dragdrop

  1. When clicking on a contact, a modal view will appear with additional options and editing capabilities.
introduce a modal view when clicking a contact and show more options as well as editing option.

make-integration-contact

  1. Using the select element feature, select the parent element of the edit contact. Tell the AI to add a call button and open a text box where you can add the call goal. When submitted, the contact information will be pushed to the Make webhook URL in JSON format specified in step 6.
edit a call button here and open a text box where I can also add a goal for the call. When submitting later the description we will call an api(no need to implement the API call right now).

make-integration-makecall

  1. Introduce AI call agent using Vapi in Make:
    • Open Make and create a new scenario
    • Add a webhook component and copy the webhook URL
    • Add a Vapi component and fill in the API key and assistant ID

make-integration-createwebhook

  1. Using the select element feature, select the element for start call and tell the AI to push the contact information in JSON format to the Make webhook URL when submitting.
When I submit this, please shoot the Name,phone Number,Company and Call goal to this webhook as a JSON obj.
https://hook.we.make.com/exampleurl
  1. When the webhook is triggered, it will call Vapi to implement the AI call.