--- title: Tareno slug: tareno description: How to integrate Tareno with Make.com docTags: createdAt: 2026-06-02T04:01:21.799Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/tareno.png" alt="Tareno logo" caption size="50" width="512" height="512"} | Tareno is a Swiss-based asset management platform offering portfolio management and investment advisory services. Integrating Tareno with Make.com enables automated client onboarding, portfolio updates, and compliance reporting between Tareno and other financial or CRM systems. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Tareno documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Tareno](https://tareno.co/help-center) directly. ::: # Requirements To use the Tareno app in Make, you must have an active account and access to the API key, [create your account on Tareno](https://tareno.co/). For subscription, refer to the [Tareno pricing page](https://tareno.co/). # Connect Tareno and Make To get started, you must first create a connection between Tareno and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Tareno account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Tareno account Before you create the connection in Make, you should first obtain your **API Key** in your Tareno account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings > API**. ::: :::WorkflowBlockItem Click** Create API Key**. ::: :::WorkflowBlockItem Enter a descriptive name for the** API key**. ::: :::WorkflowBlockItem Copy the** API key** when it appears on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://tareno.co/resources/help/account/create-and-manage-api-keys) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Tareno module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Tareno account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Tareno modules After connecting to the Tareno app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Delete post Removes a specific scheduled post from your Tareno account. ::: :::ExpandableHeading ### List accounts Retrieves a list of all social media accounts currently linked to your profile. ::: :::ExpandableHeading ### Make an API Call Executes a custom, authorized API request to the Tareno API, allowing you to interact with any available Tareno endpoint. ::: :::ExpandableHeading ### Publish post Creates and shares a new post instantly on your selected social media account. ::: :::ExpandableHeading ### Schedule post Allows you to create and schedule a social media post to be published at a specific future date and time, taking into account your selected timezone. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Tareno resources You can have access to more resources related to this app on the following links - [Tareno topics on Make community](https://community.make.com/search?q=Tareno) - [Tareno website](https://tareno.co/) - [Tareno API documentation](https://tareno.co/) - [Tareno page on make](https://www.make.com/en/integrations/tareno) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::