--- title: Valuecase slug: valuecase description: How to integrate Valuecase with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_valuecase.png docTags: createdAt: 2025-12-20T16:15:59.126Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/valuecase.png" alt="Valuecase logo" caption size="50" width="512" height="512"} | Valuecase is a platform for customer onboarding and sales collaboration, offering interactive onboarding plans, automated customization, and centralized progress tracking. Integrating Valuecase with Make.com enables automated onboarding workflows, CRM data syncing, and streamlined sales process management. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Valuecase documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Valuecase](https://help.valuecase.com/en/articles/77748-slack-integration) directly. ::: # Requirements To use the Valuecase app in Make, you must have an active account and request API keys from Valuecase, [create your account on Valuecase](https://www.valuecase.com/?utm_source=make). For subscription, refer to the [Valuecase pricing page](https://www.valuecase.com/?utm_source=make). # Connect Valuecase and Make To get started, you must first create a connection between Valuecase and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2.0 credentials in your Valuecase account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2.0 credentials in your Valuecase account Before you create the connection in Make, you should first obtain your **OAuth2.0 credentials** in your Valuecase account. To obtain your **OAuth2.0 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Admin Settings**. ::: :::WorkflowBlockItem Click on** API & Custom Apps**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/valuecase_OAuth2.0) ::: :::WorkflowBlockItem If prompted, enter the** callback URI**: `https://www.integromat.com/oauth/cb/valuecase`. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed 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://help.valuecase.com/en/articles/89019-how-to-connect-and-use-the-salesforce-integration-as-a-user) ## 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 Valuecase 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 Valuecase 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. # Valuecase modules After connecting to the Valuecase app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add an External ID to Space Updates the integration settings of a Space, such as assigning a HubSpot Deal ID or other integration-specific properties. ::: :::ExpandableHeading ### Complete a Task Marks a specific task within an Action Plan as completed. ::: :::ExpandableHeading ### Create a Space Creates a new workspace (Space) in Valuecase for organizing your projects and collaborations. ::: :::ExpandableHeading ### Get a Space by Slug Retrieves detailed information about a specific Space in Valuecase using its unique slug identifier. ::: :::ExpandableHeading ### List All Forms for a Space Retrieves every form, whether completed or in progress, associated with a specific space using its space ID. ::: :::ExpandableHeading ### List All Outstanding Tasks for a Space Retrieves all unfinished tasks from a specified space. ::: :::ExpandableHeading ### List External IDs by Space ID Retrieves external identifiers linked to a Space, including IDs from platforms like HubSpot Deals and others. ::: :::ExpandableHeading ### List all Custom Properties for a Space Retrieves a complete list of all Custom Properties linked to the specified Space. ::: :::ExpandableHeading ### List Spaces by External ID Retrieves Spaces from Valuecase that are associated with a specific third-party ID (such as a CRM ID) assigned when the Space was created. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Custom Property of a Space Updates the value of a specified custom property for an existing Space. ::: :::ExpandableHeading ### Update a Space Enables you to transfer ownership of a Space to another user or archive the Space for future reference. ::: :::ExpandableHeading ### Watch Completed Form Triggers when a newly completed task is detected in your account. ::: :::ExpandableHeading ### Watch Completed Task Triggers when a newly completed task is detected in your account. ::: :::ExpandableHeading ### Watch Created Space Triggers when a newly created Space is detected in your account. ::: # 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. # Valuecase resources You can have access to more resources related to this app on the following links - [Valuecase topics on Make community](https://community.make.com/search?q=Valuecase) - [Valuecase website](https://www.valuecase.com/?utm_source=make) - [Valuecase API documentation](https://app.valuecase.com/spaces/api/docs) - [Valuecase page on make](https://www.make.com/en/integrations/valuecase) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::