UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
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  • Getting Started
  • Creating Scenarios
  • Create a Scenario from Template
  1. Workspace Setting
  2. Integrations

Make (formerly Integromat)

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Last updated 1 year ago

Connect IS-Messenger to Make (formerly Integromat) and unlock the possibilities of 1300+ integrations.

You can integrate your Contact information from the IS-Messenger platform to thousands of CRMs, email providers, CMS, analytics tools, ads, and more. Let's have a quick look at this integration.

Getting Started

In order to get started with the IS-Messenger - Make integration, you will need the following:

  • A IS-Messenger account

  • A Make account

For most scenarios (same as Zaps in Zapier), you’ll need to use a contact identifier, either email or phone number. If you don't have a record of a Contact’s email or phone number in IS-Messenger, you may not be able to complete a scenario.

Creating Scenarios

There are two ways you can create scenarios:

Create a Scenario from Template

Templates are predefined scenarios that you can expand and customize to create scenarios. We have created some templates connecting IS-Messenger to some popular CRM and e-commerce platforms. You can then share these with friends and colleagues.

To use a scenario template, follow these steps:

Step 1: Log in to IS-Messenger > go to the Settings module > click Integrations.

Step 2: Click Edit next to the Make (formerly Integromat) option > select a template from the list.

Create a Scenario from Scratch

To create a scenario from scratch, follow these steps:

Step 1: From your Make account, click Scenario on the left menu > click + Create a new scenario.

Step 2: Our integration with Make requires the usage of 3 modules: Triggers, Actions and Searches.

  1. Choose your trigger or action app: The scenario will be triggered by an event that occurs or has occurred in this app. If you’re using IS-Messenger as the trigger, click on the big plus sign > search IS-Messenger in the search bar > select the IS-Messenger app.

  2. Select your event: This will be the event that occurs or has occurred in the selected app that triggers the scenario.

  1. Select or connect your app account: Select or connect the specific app account to use in the Scenario trigger or action.

  1. Set up and test your trigger: Set up the options to fit your needs and test your trigger to see if it pulls in the right data.

Step 3: Follow these steps to add and set up an Actions module:

  1. Choose your action app: The scenario will perform an action in this app when it is triggered. To use IS-Messenger for the action, click + add another module > search IS-Messenger in the search bar > select the IS-Messenger.

  2. Select your event: This will be the event that the scenario will perform in the selected app when the trigger app sends data to the action app to proceed.

  1. Set up and test your action module: Set up the data that you want to send over to your action app and test if it's working as expected.

Step 4: When your scenario is ready, you can do the following:

  1. Schedule your scenario to run: Schedule the time interval in which a scenario should run by clicking Scheduling settings and making your desired changes.

Note that only trigger modules that are instant triggers can run immediately.

  1. Rename your scenario: If required, rename your scenario by clicking the scenario's name at the top left.

  2. Activate your scenario: Exit the scenario editor by hitting the arrow icon at the top left > switch the toggle to ON.

Scenarios can have an unlimited amount of actions and the process is the same as adding a single new action.

Connect IS-Messenger to Make

When connecting IS-Messenger app in Make for the first time, you are required to sign in and add an API Key. Follow the steps below:

Step 1: Log in to the IS-Messenger Workspace you wish to connect > go to the Settings module > click Integrations under Workspace Settings > click Connect next to Make (formerly Integromat) option. You will be directed to the Make page in IS-Messenger.

Step 2: To copy the API Key, click the unhide icon > click the API Key.

If required, you can change the connection name.

You will only need to do this for your first scenario with IS-Messenger. For all the following scenarios, you can simply choose your connected account from the drop-down menu in the scenario setup. However, if you create a new team, you have to connect your account again when setting up a scenario for the new team.

FAQ and Troubleshooting

Why can’t I connect my account to the IS-Messenger module (HTTP Status → 401 error)?

Your API Token is invalid or not correct. Make sure your API Token is correct or you can regenerate it.

What happens if a trigger fails to run?

When a trigger fails, we will wait a certain amount of time before we attempt a retry. The waiting time will gradually increase between retries.

A major difference between Make and Zapier is that the Actions module in Make can also be used at the beginning of a scenario. This means the whole scenario can run without a trigger. A scenario can also have an unlimited number of Actions or Searches modules. Learn more about the modules

View the full list of IS-Messenger.

To connect IS-Messenger in Make, .

Learn more about .

View the full list of IS-Messenger.

Select or connect your app account: To connect IS-Messenger to Make, .

Learn more about .

Step 3: On , click the IS-Messenger module > click Add in the Connection drop-down menu > paste the API Key in the Channel Token field > click Save.

We will attempt a total of 3 retries on a failed trigger, with a waiting time of 30 seconds before the first retry, 60 seconds before the second retry, and 90 seconds before the third retry. After the 3rd retry, the trigger will not be invoked to .

⚙️
Create a scenario from a template
Create a scenario from scratch
here
trigger events available for
here
follow the instructions here
setting up your scenario trigger or action here
action events available for
here
follow the instructions here
setting up your scenario action here
Make.com
Make.com
Create a Scenario from Scratch
Obtain API Key
Create a Scenario from Template
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