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DialoX Manual
DialoX Manual
  • Start
    • News
    • Getting Started
    • Ordering
    • Signup
    • Switcher
  • STORE
    • Marketplace Apps
      • Level 1 - Basic
        • Callback Note Basic
        • On-call Router Basic
        • Smart Group Voicemail
        • Smart IVR Basic
        • SMS Call Deflector
        • Survey Basic
      • Level 2 - Advanced
        • Call Deflector
        • Callback Note
        • Order Assistant
        • Smart IVR
        • Survey
        • Website Chat
      • Level 3 - Professional
        • Callback Planner
        • Appointment Planner
    • Legacy Apps
      • Survey Extension
      • Smart IVR Basic
      • Smart IVR 2.0
      • Whatsapp Calldeflector 1.0
      • Whatsapp Calldeflector 2.0
      • Social Inbox 1.0
      • Social Inbox 2.0
      • Basic Group Voicemail
      • Group Voicemail
      • Oncall Assistant
      • Web App
      • Basic Callback Note
      • Callback Note
      • Callback Planner
      • Caller Based Router
    • Skills
      • Base flows
      • Platform defaults
      • Phone flows
      • Chat flows
      • Web flows
      • LLM Flows
      • LLM Knowledge base
      • Address Flows
      • Email flows
      • Timeplans
        • How to add a flow for lunch breaks
      • On-call schedule
      • Planner
      • OAuth Flows
      • Integrations
        • Zendesk
        • Jira
        • Hubspot
  • SETTINGS
    • User Settings
      • Availability settings
      • Profile settings
      • Security
    • App Settings
      • App identity
      • Opening hours
      • Tags
      • Studio
      • Extra options
      • Backups
  • Inbox
    • Inbox
      • Assigning
      • Joining and leaving
      • Sending messages
      • Canned responses
      • Team chat
      • Watching
      • Close
      • Filter conversations
      • Multiple inboxes
    • Contacts
    • Notes
    • Today
    • Notifications
      • Notification panel
      • Notification preferences
      • Rules for notification
      • Chrome and Windows settings
      • Microsoft Teams notifications
  • Studio
    • Home
      • Customer settings
        • Settings
        • Advanced settings
        • Store settings
      • Audit Log
      • Access Request
    • Dashboard
    • Flows
      • Playbook
      • Triggers
      • Variables
      • Conditions
      • Tags
      • Languages
      • Links
      • Nodes
        • Say
        • Ask: Open
        • Ask: Choice
        • Ask: Single
        • Ask: Date
        • Ask: Name
        • Ask: Phone
        • Ask: Email
        • Ask: Form
        • Ask: Language
        • Ask: Selection
        • Ask: Time
        • Ask: Audio
        • Ask: Number
        • Ask: Custom entity
        • Ask: Address
        • Ask: Zipcode
        • Iterate
        • Iterate: LLM
        • Say: LLM
        • Say: LLM Knowledgebase
        • Iterate: LLM Knowledgebase
        • Iterate: continue
        • Show: audio
        • Show: whatsapp link
        • Show: image
        • Show: video
        • Show: file
        • Show: location
        • Control flow: branch
        • Control flow: go to flow
        • Control flow: switch language
        • Control flow: close
        • Control flow: restart
        • Control flow: pause
        • Control flow: invoke dialog
        • Dial: number
        • Dial: smart
        • Send: note
        • Send: email
        • Send: SMS
        • Send: whatsapp
        • Escalate: default
        • Escalate: smart
        • Perform: create jira ticket
        • Perform: get jira ticket
        • Plan
    • AI
      • Intents
        • LLM Intents
        • Q&A Intents
      • Knowledge bases
      • Prompts
    • Channels
      • Chatwidget
      • Whatsapp
        • How to integrate Whatsapp
        • How to change my Whatsapp profile
        • How to manage Whatsapp templates
        • How to send Whatsapp template with documents
        • How to automate outbound Whatsapp
        • How to send Whatsapp template
        • How to use Commerce Catalog
        • Whatsapp for Business
      • MS Teams
        • How to migrate new Version
        • How to change channel connection
      • Facebook Messenger
      • Phone
      • Progressive Web App (PWA)
    • Content
      • Nudges
      • Whatsapp optout
      • Voice lexicon
      • FAQs
      • Calendars
    • Visitors
    • Calendars
    • Campaigns
    • Conversations
    • Notes
    • Contacts
  • ADMINISTRATION
    • Organisation
    • Bots
    • Licenses
    • Channels
    • Orders
    • Usage
    • Users
    • Access Requests
    • Analytics
  • DESKTOP
    • Enreach Contact Desktop
  • FAQ
    • Studio
      • How to Publish
      • How to make 2FA Required
      • How to add additional columns to contactlist
      • Conversation retention time
      • How to help the bot pronounce phone numbers correctly
      • How to help the bot pronounce loose numbers correctly
    • Flow Topics
      • Skipping step based on language tag
      • Switching language using intent trigger
    • Meta
      • How to get Meta Business Suite Verification
      • How to connect Facebook page to Facebook Business Account
    • 360Dialog
      • How to give permission API access
      • How do I change my profile in 360Dialog
      • How to make 360dialog templates
      • How do I terminate my number in 360Dialog
    • Bubblescript
      • How to add a custom button
      • How to change the email template
    • Operator
      • Where are my CDRs?
      • Onboarding required
    • Google Tag Manager
    • Platform
      • Network Security Policies
    • Make
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On this page
  • What is Make.com
  • Setting up the Make integration
  • Make modules
  • Actions
  • Triggers
  • Universal API call

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  1. FAQ

Make

How to integrate with Make

What is Make.com

Make.com is a powerful automation platform that allows users to connect different apps and services to automate workflows without coding.

What Make.com Does:

  • Creates automated workflows called "scenarios" that connect multiple apps and services

  • Transfers and transforms data between different platforms

  • Executes tasks based on triggers or schedules

  • Processes data through a visual interface with modules and connections

Use Cases with DialoX:

  • Keep your CRM system in sync with updates via bots

  • Create tickets based from phone calls or chat conversations

  • Process forms and survey responses

  • Send WhatsApp broadcast based on events in external systems

Make.com operates on a freemium model with paid plans offering more operations, data transfer, and advanced features for businesses of all sizes.

Setting up the Make integration

Enable REST API Channel

Go to the Channels page of your bot and enable the REST API channel.

On the Settings tab of the REST API channel, you will be shown both the Bot ID and the Authorization token. Make needs both to be able to connect to your bot.

Create a scenario

In Make, go to Scenarios and create a new Scenario

Add DialoX trigger

Add a new module to your scenario, look for the Watch Closed Conversations module in the DialoX app directory.

Click on the Create a webhook button, provide a name for the webhook, e.g. "Closed conversations webhook" and create a Connection with the API key and Bot ID we got on our REST API channel page.

Hit Save three times and you now have successfully set up your first DialoX trigger in Make.

Make modules

Actions

The Make integration offers two Action modules to retrieve data from the DialoX platform:

  • Get a Bot

  • Get a User

Besides retrieving data, there are three Action modules to send data:

  • Send a Conversation Event

  • Send a Whatsapp Broadcast

  • Update User

Triggers

There are three instant triggers available in Make to act upon. Each listens to a seperate entity in DialoX:

  • Conversations

  • Notes

  • Tags

Watch Closed Conversations

The "Watch Closed Conversations" trigger alerts you to any conversation that has been concluded, enabling you to track and review finalized interactions.

Watch New Notes

The "Watch New Notes" trigger notifies you when a new note is added to a conversation, ensuring you're updated with the latest input or changes.

Watch Conversation Tags

The "Watch Conversation Tags" trigger allows you to stay informed about any tag updates, helping you categorize and prioritize conversations efficiently.

Universal API call

If you want to implement any other API which is currently not implemented as an Action or Search module in Make, you can use the Universal API call to make any API call to our REST API.

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Details of the available APIs can be found on the .

Developer docs