🟣Make.com

How to set up automation with Make.com

Make.com is another platform that offers users an easy way to automate manual tasks. To create an automation, you need to have a Make account.

You can go to the Make page from your Boomerangme account: go to the integration section and search for "Make", click "Connect".

On the next page, you need to log in or create an account.

Click the "Install" button.

Select the "Organization" checkbox. On the next page, go to the dashboard.

To create an automation you need to click "+ Create a new scenario" in the "Scenarios" section.

You can change the name of the automation in the upper left corner.
 Press "+" in the center of the screen and type "Boomerangme" in the search bar.

Select the application. 

Now you can select the desired trigger or action from the list.



Let's do a short automation within our app: when a customer is created, a card is issued and a reward is added to it.

The first step is to create the customer (trigger). So we choose "Customer created event" from the list.

Then you need to create a webhook.

In the modal window you can change the name of the webhook.
Then click on "Create a connection".



In the next modal window you can also change the connection name. And it is necessary to insert API Key from Boomerangme personal account. 


Click save. 
 Then click "Run once" and make a test trigger: create a customer in our system.

Customer creation webhook is received, now you can select the "Issue a card" action.



In the "Issue a card" action, we need to fill in the Template ID (select a template from the drop-down list) and Customer ID fields (make a data mapping from the webhook).

Similarly, let's add the next module: "Add reward to a card". In this action we need to fill in the fields: Serial Number (match from webhook) and Rewards (write the number of rewards to be added to the card).
 Optionally you can fill in the Comment field.

Let's test our automation: click "Run once" and create a customer in Boomerangme (our trigger).



The customer is created, the card is issued and the reward is added.



In Make we can see that the automation was successful at all stages.
 The only thing left to do is to save it.

In the automations section it will be displayed in the general list. You can activate and deactivate it.