Make

Make card allows you to trigger a workflow from your Make account and use the input data (from chatman) in performing different actions or workflow. A workflow is a sequence of actions connecting two or more apps and automating tasks.

Using Make Card In Journey

Add a Make card to the journey whose data you want to store under scenario and later on perform an action as desired.

Your Make card might be inactive. Follow the steps below to activate and store the attributes.

Creating Account on Make

1. Make an account on Make.

1. You'll see a workspace as shown in the image below. Tap 'Create a new scenario.'

1. Tap the '+' sign and search for trigger application, i.e. Chatman. Once found, tap on it.

1. A list of trigger and action options will appear. Select the one for which you want to set the workflow.

For instance we select send templates.

1. Under 'Connection,' tap 'Add'.

1. Enter the API key and tap save.

You can find the API key on Settings>External Protocols>Application>Make.

1. Now enter all the details using different options to send the template to the concerned customer/user. Tap 'Ok.'

For eg: Here we enter all the fields manually.

1. Tap on the circular clock on the dashboard.

1. Choose how many times you want the template to be sent and at what intervals.

For instance we want the selected template to be sent to customer at regular intervals of 15 minutes.

If you want to schedule it for a specific date, tap 'show advance settings' and set the date and time.

1. Tap run once to initiate the workflow. Once tapped, you'll receive notification on the bottom-right corner for the same.