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Make Overview

This document provides an overview of using the WhiteLabelCRO Integration API with Make (formerly Integromat).

What is the Make Integration

Make is a visual automation platform that enables you to connect your WhiteLabelCRO CRM to hundreds of apps and services. Make is a consumer of the Integration API, using the same endpoints, authentication, and data formats as Zapier, n8n, and custom integrations.

Available Operations

Triggers (10)

Event-driven scenarios via webhook or polling: - client.created - New client enrolled - client.status_changed - Client stage transition - lead.created - New lead captured - invoice.created - New invoice generated - invoice.status_changed - Invoice payment status updated - payment.succeeded - Successful payment processed - payment.failed - Payment declined - affiliate.created - New referral partner added - document.uploaded - File attached to record - agreement.signed - E-signature completed

Actions (9)

Create and update operations: - Create Lead - Add new lead - Create Client - Enroll new client - Update Client - Modify client details - Update Client Status - Change client stage - Add Client Note - Attach note to client record - Update Lead - Modify lead details - Update Lead Status - Change lead stage - Create Affiliate - Add referral partner - Update Affiliate - Modify affiliate details

Searches (2)

Find-or-Create pattern support: - Find Client - Search by email, phone, client ID, or external ID - Find Lead - Search by email, phone, client ID, or external ID

Implementation Approaches

For real-time event processing: 1. Create a webhook subscription via POST /api/v1/webhooks/subscriptions 2. Use Make's Custom Webhook module to receive events 3. WhiteLabelCRO pushes events to your Make webhook URL in real-time 4. Delete subscription when scenario is no longer needed

Polling

For periodic event retrieval: 1. Use Make's HTTP module with GET /api/v1/events 2. Set up a scheduling trigger (e.g., every 15 minutes) 3. Process new events using cursor-based pagination

See /04-api-reference/events-api.md for polling implementation details.

Authentication

  • API Key via X-Api-Key header
  • Configure connection in Make's connection management
  • Keys managed in WhiteLabelCRO Admin Portal

Getting Started

  1. Obtain API key from WhiteLabelCRO Admin Portal (Settings > Integrations > API Keys)
  2. In Make, create a new scenario
  3. Add HTTP module (for actions/searches) or Custom Webhook module (for triggers)
  4. Configure connection with your API key
  5. Set request headers: X-Api-Key: your_key_here
  6. Configure endpoint URL and parameters

Platform Compatibility

The same Integration API works with: - Zapier - No-code automation platform - n8n - Open-source workflow automation - Custom applications - Any HTTP client

All platforms use the same endpoints, authentication, and data formats.

Limitations

  • Rate limits apply (60 reads/min, 100 writes/min per API key)
  • Manual webhook subscription management (unless using REST Hooks pattern)
  • API responses require mapping in scenario modules