How To Implement Task Automation Using Make.com

LN Webworks · 22 Nov, 2024

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Automation streamlines workflows, reduces manual effort, and improves efficiency. Below is a detailed overview of the automations achieved using Make.com, highlighting the tools integrated and the tasks accomplished.

Content Management and Social Media Automation

WordPress to Social Media

• Automates summarizing new WordPress posts using ChatGPT.
• Generates images with OpenAI based on the post summary.
• Automatically publishes the summarized posts and images on Facebook, Instagram, and LinkedIn.

Task Management and Collaboration Tools

Asana Integration

• List asan task then get the subtasks of asana and send an email to the user using the Microsoft 365 Emai(Outlook)

• Watching the google sheet changes records then pass the sheet value to the set variables for adding some required value then create subtask on asana

Monday.com with OpenAI

• Automatically processes new topics added to Monday.com using ChatGPT.
• Updates Monday.com with the generated responses.

ClickUp with Xero and Google Sheets

• Updates records in Google Sheets when ClickUp statuses change.
• Creates invoices in Xero and updates ClickUp with relevant details.

CRM and Customer Management

Pipedrive Integration

• Lists, creates, and updates deals and person create in Pipedrive seamlessly.
• The scenario triggers at the set time. Then, the incoming data passes through the routes, and the person is created based on the conditions, with the details updated accordingly.

Contact+ Integration

• Automates creating and updating contacts on the Contact+ platform.
• The scenario triggers when the webhook receives a response. The webhook response is then passed to the Contact+ search module to check if the contact exists. If not, it proceeds to process the phone number by adding a prefix and creates a contact in Contact+.

Brevo Integration

• Retrieves, creates, and updates contacts in Brevo.
• The scenario triggers when the webhook receives a response. The webhook response is passed to Brevo to retrieve the contact. If the contact exists, a message is sent

Appointment and Communication Tools

Dentally Api with Zoom

• Automatically creates and updates Zoom meetings when new appointments are scheduled in the Dentally dashboard.

MessageBird Integration

• Sends messages to users via MessageBird, triggered by WordPress actions or custom workflows.

File Management and Cloud Storage

Dropbox Integration

• Downloads files from Dropbox and organizes them into newly created folders.
• Uploads files back into the designated Dropbox folders.

Airtable, OneDrive, Microsoft 365 Excel, and Webflow

• Retrieves records from Airtable, uploads files to OneDrive, and updates Microsoft 365 Excel data.
• Synchronizes updated records with Webflow and adds custom Airtable scripts to meet client requirements.

Form Submissions and Payments

Typeform Integration

• Processes user submissions instantly.
• Generates content using ChatGPT based on responses and sends personalized emails via Microsoft 365.

Searchie.io with Stripe

• Automates subscription form submissions on Searchie.io.
• Creates recurring payments in Stripe per client requirements

RingCentral with Pipedrive

• Data is fetched from RingCentral using an API call.
• Breaks down the incoming data into individual items for processing.
• Pipedrive CRM – Search Persons:
• Looks up existing persons in Pipedrive CRM to check if the data already exists.
• Splits the flow into two paths:
• Path 1: If the person does not exist:
• Create a Person: Adds the person to Pipedrive CRM.
• Delay (2 seconds): Introduces a delay for data synchronization.
• Create an Activity: Logs an activity related to the newly created person.
• Create an Activity: Logs an activity related to the existing person.
• Ends the flow for data that does not match the criteria.
• This flow ensures data from RingCentral is processed, checked for duplicates in Pipedrive, and either added or updated with corresponding activities. Let me know if you’d like assistance setting up or refining this!

Conclusion

Automation using Make.com has revolutionized workflows by integrating tools like Asana, WordPress, Pipedrive, and more, ensuring seamless task management, content creation, CRM updates, and communication processes. With LN Webworks’ expertise, you can streamline your operations and achieve greater efficiency.

Ready to optimize your workflows? Contact LN Webworks today and let us transform your business with cutting-edge automation solutions!