Here's how our completed automation looked at the end of the previous lesson: When we run the automation, the “Search Rows” module retrieves all the rows of our “Client Payment Tracker” spreadsheet and converts them into bundles. Our spreadsheet contained five rows, so the “Search Rows” module created
Just to recap, here is where we are in terms of payment reminder automation: 1. We have cloned the quote generation scenario 2. We have changed the spreadsheet inside the “Search rows” module to use the Payment tracker spreadsheet 3. We have updated the “Send an email” module with the
I regularly work on a lot of projects as a WordPress freelancer. And to keep track of payments for rendered services, I maintain a simple spreadsheet: And some clients will only pay me if I follow up. So, I send payment reminders to them every 15 days. Before learning automations,
The filter panel in Make.com is a powerful tool that makes it easy to set up conditions in our automations. From a technical standpoint, here is how a filter works inside an automation Imagine there are two modules inside an automation: 1. Module 1 — first module of the automation
In the real world, we always take decisions based on some condition. And conditions are of three types if we over simplify them: 1. Single condition 2. “And” condition 3. “Or” condition 1) Single condition-based decision Let's just say we are going for a drive in our car,
Filters and Conditions are the heart of most automations we build. Without them, some automations are impossible to create. So, in this module, we will learn: 1. The need for conditional filters when building automations 2. Types of conditions 3. Creating complex conditions by applying the “And” & “Or” rules
Task Automation 101
One of the most essential aspects of building scenarios in Make.com is to dynamically transfer data between modules, and the Data Mapping Panel is responsible for it. Although we have worked with the Data Mapping Panel in the previous lesson, we didn't find time to understand what
How to rename a scenario in make.com Currently, our scenario is automatically named as “Integration Google Sheets”. You can see it in the top-left corner of the automation screen. Initially, it was “New Scenario”, but when we added the “Google Sheets” module to our scenario, Make.com automatically renamed
It is time to test our automation. To run the automation, click on the “Run once” button: That's all, emails with quotes are now sent to the leads as expected: Come on, let's test this out. Go ahead and see the “Sent” screen of your inbox.
The following explanation applies to all other automation tools such as N8N and Zapier. Not just make.com. When we run the “Search Rows” module of the “Google Sheets” app, it retrieves all the rows of our spreadsheet and presents them in the form of bundles. A bundle is nothing
Just to recap: 1) Using the “Search Rows” module, we have connected to the Google Sheet API and requested the data from the “Quote Generation” spreadsheet 2) Google Sheets API responded and sent us the data back in the JSON format 3) Finally, Make.com converted the JSON data into
Just to recap: 1) Using the “Search Rows” module, we have connected to the Google Sheet API and requested the data from the “Quote Generation” spreadsheet 2) Google Sheets API responded and sent us the data back in the JSON format 3) Finally, Make.com converted the JSON data into