Use case
Last updated
Last updated
In this example, we imagine that you offer a shopping website solution for your users. This template will allow your users to create a scenario that will receive an order notification and filter the information to a Slack message or an email, based on the type of order information received.
Once you've completed your Bridge template and tested it, you can into your product to give your users access to the integration wizard. Your users use the wizard to provide the requested information and their automation is stored as a scenario.
Log in to your Make account, click Templates in the left sidenav, and then click + New Bridge template.
By default, the name of your template is New template. Click this text to rename your template. Here, we have named our template Order status - Slack/Gmail notification.
Optional: Click the gear icon to further customize your template and add a template description.
Click the giant plus in the center of your canvas. This will open a window with the list of apps that you can add to your template.
Search for Webhooks > Custom webhook.
Click Add and enter a Webhook name.
Enter the necessary information to connect and click Save.
Now that the webhook has been created, it needs a data sample to determine the structure of the data it will receive.
You can use any tool that allows sending a request. For this use case, we used Postman.
In your webhook module, click Copy address to clipboard to copy the URL of the webhook and paste the URL in Postman.
Select POST for the HTTP Method, and add a JSON body with the format shown in the picture below.
Click Send.
After the request has been received by the webhook, you will received confirmation with a message that the data structure has been Successfully determined.
With the webhook created, customize the module for the integration wizard you users will see.
Here, we've chosen to show text to the user to prompt them to create a webhook. We've chosen to receive one result per scenario run. Click Save.
Note that once you've added a webhook as your first module, the scheduling of your template changes so the scenario will run immediately as data arrives.
Add a Router. This will split your template into two routes.
In one route, click the wrench icon and select Set up a filter.
Enter a Label for your filter to identify that this is the route if the order status is a return.
For Condition, map the value to status with Text operators: Equal to, and type return.
Click Save.
In this route, add a Slack > Create a Message module.
This module will send a notification message in Slack when an order is being returned.
After creating your connection, customize the Slack > Create a Message module. Here, we've prompted our users to create a connection and select the details of their Slack channel.
Additionally we have mapped the values from the order, received with the webhook, to be included as text in the Slack message. Click Save.
The second route from the router will be used for notifications regarding any other order status change. Click the filter in the route, and enter a Label identifying this route. In this example, we have named the route Any status (other than return).
Click Yes to set this route as a fallback.
Click Save.
In this route, add an email module. Here we have chosen Gmail > Send an Email.
This module will send an email message with information about any other type of order status change.
After creating your connection, customize the Gmail > Send an Email module. Here, we've prompted our users to create a connection, select email recipients, and change the subject of the email if they wish.
Additionally we have mapped the values from the order, received with the webhook, to be included as text in the Email message. Click Save.
Click the Save icon to save your template.
You are now ready to test and see how the integration wizard will look for your user.
To exit out of the editor, click Templates in the left sidenav. You will see a list of your template.
Click the template you want to test.
In the upper right corner, click Start test.
In the Start test window, the Team ID will be filled in. This ID will match the ID in your dashboard URL, for example https://eu2.make.com/1672060/team/dashboard.
Select if you want to enable Auto activate and Auto finalize.
Optional: Enter a Redirect URI of where you want your users to be redirected when the wizard is finished and click Start test.
Click Let's integrate to start the integration wizard.
Click Create a connection to Slack.
Select a Connection type and click Connect.
Click Allow to give Make permission to access Slack.
Next, click Create a connection to Gmail.
Select your Gmail account and click Continue to sign in with Google.
Click Allow to give Make permission to access Gmail.
Select the requested Slack channel information and click Next.
Update or enter the requested Gmail information and click Next.
Click Save to complete your integration.
If you are satisfied with your template, return to the Templates page, select the template, and click Publish in the upper right corner.
Additional information regarding customization options can be found on the page.
With your template built and tested, you are now ready to into your product and manage the scenarios for your users.
