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Acuity PPM Make integrationAutomate Acuity PPM with Make.

Can Make move your Acuity PPM proposals and projects forward on its own? The Acuity PPM Make integration gives you 12 modules: 1 instant trigger and 11 actions. This page is for PMO and operations leads, and it walks you from the connection to a first working scenario.

Try the Acuity PPM integration on MakeSee the 12 modules

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What you can automate

What does the Acuity PPM Make integration do?

The Acuity PPM Make integration links your Acuity PPM account to Make, a visual tool where you chain apps together without writing code. You build a scenario (the automation itself, a chain of modules) that reacts when a proposal is approved, then creates or updates projects, proposals and milestones for you.

From approved idea to live project. Watch Approved Proposals starts the scenario the moment a proposal gets the green light, and Create Project opens the matching project so nobody retypes it.

Dates that follow the plan. When a date shifts in another tool, Update Project Timeline or Update Proposal Timeline moves the dates in Acuity PPM, and Create Milestone adds a checkpoint where you need one.

Reports that start from fresh data. Get Project, Get Proposal and Get Milestone read one item so a later module can send it to a sheet or a chat. The Airtable Make integration is a common destination.

Know the limits before you start. The app has no search module and no universal Make an API Call module, and Make says its own documentation for Acuity PPM is limited because little public information exists about the app. The Make review covers the tool in general, and many apps also have an n8n node, so it is worth checking for Acuity PPM: n8n vs Make lays out the criteria.

Connect

How do you connect Acuity PPM to Make?

  1. 01

    Add an Acuity PPM module

    In your scenario, click the +, search for Acuity PPM and pick any of its modules. The first time, click Create a connection. A connection is your Acuity PPM account linked to Make once, then reused by every Acuity PPM module.

  2. 02

    Name the connection

    This step is optional, but a clear name such as the workspace or the team saves confusion later, especially if a colleague adds a second Acuity PPM account to the same Make organization.

  3. 03

    Authorize and save

    Depending on what Acuity PPM asks for, approve Make on the Acuity PPM page that opens, or paste the key Acuity PPM gives you. Then click Save. The module can now read your data.

First scenario

Your first scenario with Acuity PPM

GoalWhen a proposal is approved in Acuity PPM, Make reads its details and opens the matching project.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. That empty circle is where your scenario begins.

  2. 02

    Set the trigger

    Search Acuity PPM, choose Watch Approved Proposals, then pick or create your connection. The lightning badge tells you this trigger is instant.

  3. 03

    Read the proposal

    Click the + on the right, add Get Proposal and map the proposal from the trigger so the next module works with its full details.

  4. 04

    Open the project

    Add Create Project and map the values you want from the proposal. Make lists what it can read once the connection works, so you pick rather than type.

  5. 05

    Test with Run once

    Click Run once, then approve a test proposal in Acuity PPM. Open each module's bubble to read the bundle it received, meaning the item passed along.

  6. 06

    Switch it on

    When the test looks right, switch the scenario on. With an instant trigger, Make does not wait for the clock: it runs each time Acuity PPM sends an approved proposal.

Triggers

What can start an Acuity PPM scenario?

1 module starts a scenario when something happens in Acuity PPM. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Acuity PPM as soon as it happens.

Acuity PPM1Watch Approved Proposals

Watch Approved Proposals

Instant trigger

In Make“Trigger for proposals”

This trigger starts your scenario as soon as a proposal is approved in Acuity PPM, so the follow-up work begins while the decision is fresh. Each approved proposal arrives in Make as one bundle, ready for the next modules.

How it fires
instant, meaning Acuity PPM calls Make through a webhook as soon as it happens, and the module shows a lightning badge.
When to use it
any flow that should react to a go decision, such as creating the project, alerting the delivery team or logging the approval in a sheet.
Watch out
the name points to approvals only, and the app lists no other trigger, so a draft or a rejected proposal needs another starting point.
Modules

What can Make do in Acuity PPM?

Acuity PPM gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Acuity PPM1

Create Milestone

Action

In Make“Create a new Milestone”

Adds a milestone in Acuity PPM for you, so a key checkpoint appears on the plan without anyone opening the app.

When to use it
right after a project is created by the scenario, to lay down the first checkpoint the team agreed on.
Watch out
each run adds a new milestone, so test with Run once before switching the scenario on to avoid duplicates.
Acuity PPM2

Create Project

Action

In Make“Add a new Project”

Opens a new project in Acuity PPM from data coming from the trigger or another app, which spares the manual copy between tools.

When to use it
after Watch Approved Proposals, when an accepted proposal should become real work in the portfolio.
Watch out
the documentation says nothing about duplicate checks, so run a test with Run once and make sure one approval opens one project.
Acuity PPM3

Create Proposal

Action

In Make“Add a new Proposal”

Registers a new proposal in Acuity PPM, so ideas collected elsewhere land in the review pipeline instead of staying in an inbox.

When to use it
when requests arrive through a form, a CRM or a ticket tool and should enter the portfolio process.
Watch out
if the source sends the same request twice, you get two proposals; filter duplicates upstream.
Acuity PPM4

Get Milestone

Action

In Make“Get Timeline”

Reads one milestone from Acuity PPM and hands its details to the following modules, so a report or a message can quote the real status.

When to use it
before posting a milestone update in a chat or copying it into a tracking sheet.
Watch out
it reads a single milestone you point to; the app has no search module to find several at once.
Acuity PPM5

Get Project

Action

In Make“Get an existing Project”

Fetches one existing project so later modules work with its current details rather than stale copies kept in another tool.

When to use it
in the middle of a scenario, to check a project before updating it or before sharing it with a client-facing app.
Watch out
you need the project's reference from an earlier module, since no search module exists for Acuity PPM in Make.
Acuity PPM6

Get Proposal

Action

In Make“Get an existing Proposal”

Pulls the full record of one proposal, which is handy when the trigger only gives you part of what the next step needs.

When to use it
just after Watch Approved Proposals, to read everything before creating the project or notifying the sponsor.
Watch out
each call counts as one operation, the unit Make counts on your plan, so skip it when the trigger already carries the data.
Acuity PPM7

Update Milestone

Action

In Make“Update an existing Milestone”

Changes an existing milestone, so the plan in Acuity PPM keeps pace with what actually happened in the delivery tools.

When to use it
when a task closed in another app means the related checkpoint should move or change.
Watch out
the update lands on your live plan, so point it at a test milestone with Run once before switching the scenario on.
Acuity PPM8

Update Project

Action

In Make“Update existing Project”

Edits an existing project in Acuity PPM, so project details stay aligned with the source that holds the latest information.

When to use it
when the owner, the status or another detail changes in your CRM or finance tool and should follow in the portfolio.
Watch out
dates have their own module, Update Project Timeline, so pick that one when only the schedule moves.
Acuity PPM9

Update Project Timeline

Action

In Make“Update Project Timeline Dates”

Moves the timeline dates of a project, which keeps the portfolio view honest when a start or finish slips.

When to use it
when a delay confirmed in another tool should shift the project in Acuity PPM without a manual edit.
Watch out
this module handles dates only; other project details go through Update Project.
Acuity PPM10

Update Proposal

Action

In Make“Update an existing Proposal”

Edits a proposal already in Acuity PPM, so its content follows the discussion happening in a form, an email thread or a CRM.

When to use it
when a requester adds budget or scope details after submitting, and the reviewers should see them.
Watch out
Watch Approved Proposals is named after approvals, so do not count on an edit made here to start another scenario.
Acuity PPM11

Update Proposal Timeline

Action

In Make“Update Proposal Timeline Dates”

Adjusts the timeline dates of a proposal, giving reviewers a realistic window before they approve it.

When to use it
when the requested start moves after a planning meeting logged in another app.
Watch out
this one touches dates only; for the rest of the proposal, use Update Proposal in the same scenario.
Need help

Need help automating Acuity PPM with Make?

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FAQ

Acuity PPM and Make: common questions

01Is the Acuity PPM Make integration free?
Yes, Acuity PPM is a standard app in Make, so you can use it on the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution at most per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one per module run. Your Acuity PPM subscription is a separate matter.
02What do you need to connect Acuity PPM to Make?
An Acuity PPM account and a Make account are enough to start. Make's documentation lists no specific prerequisite for this app and gives no dedicated connection steps, so the generic path applies: add an Acuity PPM module, click Create a connection, optionally name it, authorize Make on the Acuity PPM page or paste the key the app provides, then click Save. The same connection then serves all 12 modules. If access is refused, your Acuity PPM administrator is the right person to check your permissions.
03Does the Acuity PPM trigger in Make work in real time?
Yes. Watch Approved Proposals is an instant trigger: Acuity PPM calls Make through a webhook as soon as a proposal is approved, and the module carries a lightning badge in the editor. You do not depend on the 15 minutes default schedule that scheduled triggers follow. Keep in mind that it is the only trigger of the app: if you want to react to something else, such as a changed project, start the scenario from another app that has a trigger for it.
04What if an Acuity PPM module is missing in Make?
It depends on the need. The app offers 11 actions around projects, proposals and milestones, but no search module and no Make an API Call module to reach what the other modules leave out. Make also states that its documentation for Acuity PPM is limited because little public information exists about the app. If a step is missing, build it with another app you already use, or ask the Hack'celeration team to look at your case; a scenario can often go around the gap.
05Should you use Make or n8n for Acuity PPM?
It depends on your criteria rather than on the app. In Make, Acuity PPM brings 12 modules, one instant trigger for approved proposals and 11 actions, with a visual editor and a Free plan to test it. Many apps also exist as an n8n node, so check whether Acuity PPM does; after that, the choice comes down to which tool your team already knows, where your other apps are connected and how you want to maintain scenarios. Neither tool is declared better here; compare both on your own flow.
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