Resources · Make integration

Anabix CRM Make integrationAutomate Anabix CRM with Make.

Can Make keep Anabix CRM up to date without anyone retyping data? The Anabix CRM Make integration offers 26 modules for companies, contacts, deals, tasks and lists. This guide is for sales and ops people new to Make, from the connection to a first working scenario.

Try the Anabix CRM integration on MakeSee the 26 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What does the Anabix CRM Make integration let you automate?

The Anabix CRM Make integration links your Anabix account to Make, a visual tool where you build a scenario (the automation itself) out of modules, the bricks that each do one job. Anabix brings 26 of them, all actions: nothing on the CRM side starts a scenario, so another app or a schedule does it.

Leads that file themselves. A form in another app starts the scenario, Vyhledat kontakty checks whether the person is already there, and Vytvořit kontakt adds them if not. Vytvořit úkol then hands a salesperson the follow-up.

Deals that follow your paperwork. When a quote gets signed in your e-signature tool, Vyhledat obchodní případy finds the matching deal and Upravit obchodní případ records the change.

Team activity in one report. A scheduled scenario can send what Sleduj nové aktivity returns to a spreadsheet or a chat channel.

Two limits matter. The modules carry Czech names and the Make documentation describes none of them, so test each one with Run once before you trust it. And none is a trigger. Weighing tools? The n8n vs Make comparison sets out the criteria. To learn the editor, see Make training, and when a run fails, Make troubleshooting.

Connect

How do you connect your Anabix CRM account to Make?

  1. 01

    Copy your API credentials

    In Anabix CRM, open Settings, then the API tab. Copy the API username and the API token displayed there. The tab only helps if your Anabix account is active.

  2. 02

    Add a module and create the connection

    In your Make scenario, add any Anabix CRM module and click Create a connection. A connection is your Anabix account linked to Make once, then reused by every Anabix module you add afterwards.

  3. 03

    Name it and paste the credentials

    Type a label in the Connection name field if you like; it is optional but handy when several accounts coexist. Paste the username and the token, or follow the on-screen instructions, and save.

First scenario

Your first scenario: turn a form entry into a contact and a task

GoalWhen someone submits a form in another app, Make creates the contact in Anabix CRM and a follow-up task for your team.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick the trigger of the app that collects your leads, a form builder for instance, and connect that account.

  2. 02

    Add Vytvořit kontakt

    Click the + on the right of the first module, search for Anabix CRM and choose Vytvořit kontakt. Create the connection with your API username and token if it does not exist yet.

  3. 03

    Map the form answers

    Fill the contact fields by mapping answers from the form module. Each submission travels as a bundle, one item passed from module to module, so one entry gives one contact.

  4. 04

    Add the follow-up task

    Add Vytvořit úkol after the contact module and map what the salesperson needs to know, taken from the form or from the contact created one step earlier.

  5. 05

    Test with Run once

    Click Run once, send a test entry through your form, and open the bundles each module received. Then check in Anabix that the contact and the task look right.

  6. 06

    Schedule and switch it on

    Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. Each module run on a bundle counts as one operation on your Make plan.

Modules

What can each Anabix CRM module do?

Anabix CRM gives you 26 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Anabix CRM1

Sleduj firmy

ActionIn the docs only

Company records from Anabix CRM, pulled into your scenario: that is what the Czech name, “watch companies”, points to. It is listed as an action, so it only runs once something else has started the scenario.

When to use it
a scheduled scenario that should walk through your accounts and pass each one to the next module.
Watch out
the doc gives no description, so click Run once and read the bundles before you map anything.
Anabix CRM2

Sleduj kontakty

ActionIn the docs only

Your Anabix contacts can travel to other tools through this module, whose name reads “watch contacts”. Despite the verb, it sits with the actions, so you will not see a clock or lightning badge on it.

When to use it
a mailing tool or a shared sheet should receive the people stored in your CRM.
Watch out
if it returns several contacts, each one is its own bundle, and every later module spends one operation per bundle.
Anabix CRM3

Sleduj nové aktivity

ActionIn the docs only

Fresh activities from Anabix CRM, ready for the next module: the Czech name means “watch new activities”. Because Make types it as an action, a schedule or another app has to start the scenario.

When to use it
a sales manager wants what the team logged posted in a chat tool after each run.
Watch out
nothing in the doc says what counts as new, so run the test twice and compare what comes back.
Anabix CRM4

Sleduj obchodní případy

ActionIn the docs only

Deals, the “obchodní případy” of Anabix CRM, can reach the rest of your stack through this module, named “watch deals”. Like its siblings, it waits for the scenario to start instead of starting it.

When to use it
finance wants each deal copied into a spreadsheet so the forecast lives in one place.
Watch out
with no official description, the output stays unknown until your first test run.
Anabix CRM5

Sleduj úkoly

ActionIn the docs only

Tasks from Anabix CRM (úkoly in Czech) flow out of this module, called “watch tasks”, toward wherever your team actually reads its to-do list.

When to use it
a project board or calendar should show the follow-ups salespeople created in the CRM.
Watch out
it is an action, not a trigger, so the scenario's Scheduling decides when it runs, 15 minutes apart at least on the Free plan.
Anabix CRM6

Spravovat seznamy kontaktu

ActionIn the docs only

Tidy contact lists without opening the CRM is the promise of this name, “manage contact lists”. With Získat seznamy, it is one of the two modules that handle lists rather than single records.

When to use it
a lead who registers for a webinar should land in the matching list, next to the contact you just created.
Watch out
the doc does not say whether it adds, removes or both, so read its fields in Make before relying on it.
Anabix CRM7

Upravit firmu

ActionIn the docs only

A company record that stays current without anyone retyping it: “upravit firmu” means “edit company”, so this one changes an account already in Anabix CRM.

When to use it
your billing tool learns a client moved offices, and the CRM should follow.
Watch out
the module has to know which company to change, so place Vyhledat firmy or Získat firmu before it to fetch the right record.
Anabix CRM8

Upravit kontakt

ActionIn the docs only

A person's record kept in step with your other tools: this module, “edit contact” in Czech, writes updates onto someone already stored in Anabix CRM.

When to use it
a customer edits their profile in your support portal and sales should see the same details.
Watch out
try it on a dummy contact first, because Run once runs for real and an edit can replace what was there.
Anabix CRM9

Upravit obchodní případ

ActionIn the docs only

Deals move forward in Anabix CRM without manual clicks once “edit deal” sits in the flow, fed by what happens in your other tools.

When to use it
a quote signed in your e-signature tool should update the matching deal.
Watch out
fetch the deal first with Získat obchodní případ or Vyhledat obchodní případy, then map only what actually changed.
Anabix CRM10

Upravit úkol

ActionIn the docs only

Tasks in Anabix CRM can change from outside the CRM with this one, whose name means “edit task”, so nobody has to mirror updates by hand.

When to use it
a ticket solved in your helpdesk should update the follow-up a salesperson opened about it.
Watch out
the doc lists no fields, so open the module in Make and see what it lets you change before promising anything to the team.
Anabix CRM11

Vyhledat firmy

ActionIn the docs only

The right company, found before you act on it: that is the job of “search companies”. It is listed as an action, yet a search usually hands back zero, one or several records.

When to use it
an incoming invoice names a client and you need the matching account before editing or linking anything.
Watch out
plan for the case where nothing matches, and check it on purpose with Run once.
Anabix CRM12

Vyhledat kontakty

ActionIn the docs only

Duplicates stay out of your CRM when you look before you create, and “search contacts” is how you look for a person already in Anabix.

When to use it
right before Vytvořit kontakt, so a form submitted twice does not produce two records.
Watch out
several matches mean several bundles, and every module after the search runs once for each of them.
Anabix CRM13

Vyhledat obchodní případy

ActionIn the docs only

Matching deals, pulled from Anabix CRM on demand: that is what “search deals” is for, when you know the client but not the exact deal.

When to use it
a client emails about a proposal and your scenario should find the related deal before updating it.
Watch out
if the search brings back several deals, the next module acts on each of them unless you narrow it down.
Anabix CRM14

Vyhledat úkoly

ActionIn the docs only

Spotting the tasks that match what you need, without scrolling through the CRM, is what “search tasks” offers.

When to use it
before creating a follow-up, check that the salesperson does not already have one open for the same client.
Watch out
the doc does not describe the search criteria; open the module once your connection works to see which ones Make offers.
Anabix CRM15

Vykonat API požadavek

ActionIn the docs only

Reaching a part of Anabix CRM that no other module covers may be possible here, since the Czech name means “execute API request”. The doc says nothing more about it.

When to use it
you know the Anabix API and none of the other modules does what you need.
Watch out
it is not Make's universal “Make an API Call” module, so check its settings in Make and the Anabix documentation before you depend on it.
Anabix CRM16

Vytvořit aktivitu

ActionIn the docs only

A written trace in Anabix CRM of things that happened elsewhere: that is what “create activity” gives you, so the team sees the story without asking around.

When to use it
a meeting booked in your scheduling tool, or a support ticket, should show up as an activity in Anabix.
Watch out
you will probably want the activity tied to a contact or a company, so fetch that record earlier in the scenario.
Anabix CRM17

Vytvořit firmu

ActionIn the docs only

With “create company”, new accounts appear in Anabix CRM on their own. The data comes from whichever tool heard of them first.

When to use it
a business sign-up on your website should become a company record the sales team can work on.
Watch out
unless Vyhledat firmy runs first, a repeat sign-up can add a second copy of the same company.
Anabix CRM18

Vytvořit kontakt

ActionIn the docs only

Every lead captured elsewhere becomes a person in your CRM, ready for follow-up, once “create contact” closes the flow.

When to use it
a contact form, a newsletter sign-up or a chat conversation should turn into a record without copy and paste.
Watch out
check the mapping during your first Run once, because a wrong one creates a real and messy record.
Anabix CRM19

Vytvořit obchodní případ

ActionIn the docs only

Sales opportunities stop depending on someone's memory: “create deal” writes a new obchodní případ into Anabix.

When to use it
a quote request on your site should start a deal the team can track, not an email that gets buried.
Watch out
if the deal must belong to a company or a contact, create or find that record first in the same scenario.
Anabix CRM20

Vytvořit obchodní případ ze šablony

ActionIn the docs only

Deals that always start the same way can reuse a model: the name means “create deal from template”, which should spare you mapping the same values over and over.

When to use it
each package you sell follows its own standard deal and every new one should be built on it.
Watch out
the name implies a template already saved in Anabix CRM, so set it up there before picking it in Make.
Anabix CRM21

Vytvořit úkol

ActionIn the docs only

Nobody forgets to call back when “create task” puts the follow-up straight into Anabix CRM, right where salespeople plan their day.

When to use it
a demo request, a failed payment or an unhappy survey answer should become a to-do for someone on the team.
Watch out
Make creates one task per bundle it receives, so a search placed before it can multiply tasks.
Anabix CRM22

Vytvořit úkol ze šablony

ActionIn the docs only

Standard follow-ups keep the same wording with “create task from template”, which builds a task from a model stored in the CRM.

When to use it
onboarding a new customer always calls for the same set of calls and emails.
Watch out
check which templates exist in Anabix before building; the doc does not explain what a template can hold.
Anabix CRM23

Získat firmu

ActionIn the docs only

One company's record, fetched when you already know which one you want: “získat firmu” means “get company”.

When to use it
a deal points to a company and the next module needs its details for an invoice or a welcome email.
Watch out
it most likely expects one specific record, which is where it differs from Vyhledat firmy; map the reference from the previous module.
Anabix CRM24

Získat kontakt

ActionIn the docs only

The details of a single person come back from Anabix CRM with “get contact”, ready to drop into a message or another tool.

When to use it
a task or an activity mentions someone and your email tool needs that person's details to write to them.
Watch out
if all you have is a name or an email address, start with Vyhledat kontakty instead.
Anabix CRM25

Získat obchodní případ

ActionIn the docs only

The record of one deal lands in the scenario through “get deal”, so the next steps can read it before acting.

When to use it
just before Upravit obchodní případ, to see where the deal stands and decide what to change.
Watch out
reading a record costs an operation like any other module run, so skip it when the previous step already gives you what you need.
Anabix CRM26

Získat seznamy

ActionIn the docs only

Knowing which contact lists exist in your account is what “get lists” brings, the natural companion of Spravovat seznamy kontaktu.

When to use it
you want to pick a list on the fly, or copy list names to a sheet before a campaign.
Watch out
if it returns several lists, each is a bundle, so the modules after it run several times.
Need help

Need help automating Anabix CRM with Make?

A person reads every message.

FAQ

Anabix CRM and Make: frequent questions

01Is the Anabix CRM Make integration free?
Yes, on the Make side. Anabix CRM is a standard app, available from the Free plan. That plan allows 2 active scenarios, scheduled runs at least 15 minutes apart, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans bring the interval down to 1 minute and remove the cap on active scenarios. You still need an active Anabix CRM account with API access, and that subscription is set by Anabix, not by Make.
02What do you need to connect Anabix CRM to Make?
An active Anabix CRM account and two values from it: the API username and the API token. Both sit in Anabix under Settings, on the API tab. In Make, add any Anabix module, click Create a connection, optionally give it a name, then paste the two values. The connection is stored once, and every other Anabix module in your scenarios reuses it, so you only repeat this for a second account.
03Does Anabix CRM trigger Make scenarios in real time?
No. None of the 26 Anabix CRM modules is a trigger, scheduled or instant, so the CRM cannot start a scenario on its own. There are two ways around it. Let another app open the flow, a form or an online store for instance, and place Anabix modules after it. Or rely on scheduling: the clock on the first module runs the scenario every 15 minutes by default, never closer than 15 minutes on the Free plan, and down to 1 minute on paid plans.
04What if the Anabix CRM module you need is missing in Make?
It depends on the gap. Anabix CRM has no Make an API Call module, the generic block some apps offer. Its list does include Vykonat API požadavek, whose Czech name means execute API request, but the Make documentation does not describe it, so test it with Run once before relying on it. If that falls short, route the step through another app that holds the same data, or ask the team at the agency to look at your case.
05Is Make or n8n better for Anabix CRM?
It depends on your criteria rather than on a winner. On Make, Anabix CRM gives you 26 modules covering companies, contacts, deals, tasks and lists, usable from the Free plan and assembled visually, module by module. Many apps also have an n8n node, so check whether Anabix CRM has one before you decide. Then compare how each tool fits the rest of your stack and your team's habits; the comparison linked earlier on this page puts the criteria side by side.
Same platform

Other docs you might need on this stack.

Browse all integrations