Process Management

Zapier

8min

Getting started with Zapier

We built the Zapier modules to give you even more flexibility with your automations by letting you exchange data between a on and a zap on Zapier.

Currently, the following modules are available:

Trigger: Receive Data (from a Zap)

Action: Send Data (to a Zap)

Receive data

Follow the steps below to receive data from a Zap in a Make using the Receive Data module:

Step 1: Setup a new Zap or go to an existing one that contains the modules from which you wish to send data to Make.

  • Click on 'Add a Step' to insert the action Webhooks
  • Choose POST as the method under the Webhooks by Zapier and click 'Continue'
Document image


Step 2: Create a new Make on Make using the Zapier - Receive data as the first module in your Make.

  • Click the 'Add' button to create a new webhook
  • Name your webhook and click Save
  • Copy the newly generated webhook URL and let the webhook wait to receive sample data

Step 3: Go back to Zapier and fill in the following values in the setup fields of the Webhooks by Zapier - POST action:

  • URL: Enter the webhook URL obtained from the Make Make in the previous step
  • Payload Type: Json
  • Data: Specify the data you want to send to Make (as Key, Value pairs)
Document image

  • Continue to the next step and click 'Send Test to Webhooks by Zapier'. This will send sample data to the Make webhook which had been listening for data
  • Once the webhook receives the sample data, click 'OK' to continue to the next module to build your Make

Once your Make setup is complete, make sure you save it and turn it on to experience the magic!

Send data

To send data from an Make Make to a Zap using the Send data module, follow the steps below:

Step 1: Create a new Zap in Zapier and select Webhooks by Zapier - Catch Hook as the first module in your Zap and click 'Save + Continue'

Document image

  • In the next step, simply click 'Continue'
  • Copy the generated webhook URL into your clipboard. You will need it in the next step

Step 2: Go to Make and insert the module Zapier - Send data to your Make that shall send data to Zapier

  • Paste the Webhook URL obtained in last step and specify the data that shall be sent to Zapier as key, value pairs (Simple) or JSON (Advanced)
Document image

  • Go back to the Zap and click 'Ok, I did this'. Zapier is now waiting to receive data from Make.

Step 3: Go to the Make Make and run it manually by clicking the 'Run once' button. This will send sample data to Zapier.

  • Zapier should confirm the receipt of the data and finish the configuration of the webhook.
Document image


Once the connection between Make and Zapier is established, you can add other actions to your zap and achieve your intended integration.

Happy Automating!