"use strict";(self.webpackChunknewoaks_help=self.webpackChunknewoaks_help||[]).push([[7313],{1155:(e,n,t)=>{t.d(n,{A:()=>a});const a=t.p+"assets/images/make-integration-crm-5cf8d38a8ce15c08f162202eae3aa48f.png"},1349:(e,n,t)=>{t.d(n,{A:()=>a});const a=t.p+"assets/images/make-integration-makecall-b87cd24c24ac40c3b2b2dc655bd103e7.png"},1431:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>c,contentTitle:()=>l,default:()=>p,frontMatter:()=>r,metadata:()=>a,toc:()=>d});const a=JSON.parse('{"id":"integration-make","title":"Make Integration","description":"What is Make?","source":"@site/Integration/009.integration-make.md","sourceDirName":".","slug":"/integration-make","permalink":"/guides/integration/integration-make","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":9,"frontMatter":{"sidebar_position":9},"sidebar":"sidebar","previous":{"title":"Resend Integration Guide","permalink":"/guides/integration/integration-resend"},"next":{"title":"Google Place Integration","permalink":"/guides/integration/integration-googleplace"}}');var i=t(4848),o=t(8453),s=t(8175);const r={sidebar_position:9},l="Make Integration",c={},d=[{value:"What is Make?",id:"what-is-make",level:2},{value:"How to Integrate Make?",id:"how-to-integrate-make",level:2}];function h(e){const n={a:"a",code:"code",h1:"h1",h2:"h2",header:"header",img:"img",li:"li",ol:"ol",p:"p",pre:"pre",ul:"ul",...(0,o.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"make-integration",children:"Make Integration"})}),"\n",(0,i.jsx)(n.h2,{id:"what-is-make",children:"What is Make?"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.a,{href:"https://www.make.com/",children:"Make"})," is a powerful automation platform that allows you to create complex workflows and integrate different applications and services. It provides:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Webhook functionality to receive and respond to external triggers"}),"\n",(0,i.jsx)(n.li,{children:"API integration capabilities to interact with various services"}),"\n",(0,i.jsx)(n.li,{children:"Integration with common tools like email, SMS, calendar, Google services, etc."}),"\n",(0,i.jsx)(n.li,{children:"Visual workflow builder for creating complex automated processes"}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"how-to-integrate-make",children:"How to Integrate Make?"}),"\n",(0,i.jsxs)(n.p,{children:["You can use Make's webhook functionality to receive data and trigger automated workflows. Simply place the webhook URL generated in Make into your ",(0,i.jsx)(s.A,{})," prompt. When data is received, ",(0,i.jsx)(s.A,{})," will send it to Make's webhook to process."]}),"\n",(0,i.jsx)(n.p,{children:"Below is an example of creating a CRM system with Deals, Contacts, and Companies, featuring a light theme. When making calls to contacts, it triggers Make's webhook to process the data and uses Vapi to implement AI calling functionality."}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsx)(n.li,{children:"Create a CRM system with Deals, Contacts, and Companies using a light theme.\nFor example:"}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"You need to build a crm sytem and you need to have: Deals, Contacts and Companies. Make it a light theme.\n"})}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"make-integration-crm",src:t(1155).A+"",width:"1326",height:"752"})}),"\n",(0,i.jsxs)(n.ol,{start:"2",children:["\n",(0,i.jsx)(n.li,{children:"Introduce 5 deal stages and enable drag-and-drop functionality."}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"Please introduce 5 deal stages and let me drag and drop deals.\n"})}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"make-integration-dragdrop",src:t(7626).A+"",width:"1320",height:"663"})}),"\n",(0,i.jsxs)(n.ol,{start:"3",children:["\n",(0,i.jsx)(n.li,{children:"When clicking on a contact, a modal view will appear with additional options and editing capabilities."}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"introduce a modal view when clicking a contact and show more options as well as editing option.\n"})}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"make-integration-contact",src:t(3291).A+"",width:"1315",height:"720"})}),"\n",(0,i.jsxs)(n.ol,{start:"4",children:["\n",(0,i.jsxs)(n.li,{children:["Using the select element feature, select the parent element of the ",(0,i.jsx)(n.code,{children:"edit contact"}),". Tell the AI to add a call button and open a text box where you can add the call goal. When submitted, the contact information will be pushed to the Make webhook URL in JSON format specified in step 6."]}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"edit a call button here and open a text box where I can also add a goal for the call. When submitting later the description we will call an api(no need to implement the API call right now).\n"})}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"make-integration-makecall",src:t(1349).A+"",width:"581",height:"536"})}),"\n",(0,i.jsxs)(n.ol,{start:"5",children:["\n",(0,i.jsxs)(n.li,{children:["Introduce AI call agent using Vapi in Make:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Open ",(0,i.jsx)(n.a,{href:"https://www.make.com/",children:"Make"})," and create a new scenario"]}),"\n",(0,i.jsx)(n.li,{children:"Add a webhook component and copy the webhook URL"}),"\n",(0,i.jsx)(n.li,{children:"Add a Vapi component and fill in the API key and assistant ID"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"make-integration-createwebhook",src:t(5880).A+"",width:"913",height:"741"})}),"\n",(0,i.jsxs)(n.ol,{start:"6",children:["\n",(0,i.jsxs)(n.li,{children:["Using the select element feature, select the element for ",(0,i.jsx)(n.code,{children:"start call"})," and tell the AI to push the contact information in JSON format to the Make webhook URL when submitting."]}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"When I submit this, please shoot the Name,phone Number,Company and Call goal to this webhook as a JSON obj.\nhttps://hook.we.make.com/exampleurl\n"})}),"\n",(0,i.jsxs)(n.ol,{start:"7",children:["\n",(0,i.jsx)(n.li,{children:"When the webhook is triggered, it will call Vapi to implement the AI call."}),"\n"]})]})}function p(e={}){const{wrapper:n}={...(0,o.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(h,{...e})}):h(e)}},3291:(e,n,t)=>{t.d(n,{A:()=>a});const a=t.p+"assets/images/make-integration-contact-6ecbfaed36ae4346dc492f3624c8e623.png"},5880:(e,n,t)=>{t.d(n,{A:()=>a});const a=t.p+"assets/images/make-integration-createwebhook-20737fff4f33634c7afc5769bfbcf3a6.png"},7626:(e,n,t)=>{t.d(n,{A:()=>a});const a=t.p+"assets/images/make-integration-dragdrop-5418e39109986f1578eaec8450ac60e9.png"},8175:(e,n,t)=>{t.d(n,{A:()=>i});t(6540);var a=t(4848);function i(){return(0,a.jsx)("code",{children:"EZsite"})}},8453:(e,n,t)=>{t.d(n,{R:()=>s,x:()=>r});var a=t(6540);const i={},o=a.createContext(i);function s(e){const n=a.useContext(o);return a.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:s(e.components),a.createElement(o.Provider,{value:n},e.children)}}}]);