Avaza Make integrationAutomate Avaza with Make.
Tired of retyping the same client into Avaza after every signed deal? The Avaza Make integration gives you 19 modules: 14 actions and 5 searches on companies, contacts, projects, tasks and invoices. This guide links your account and walks you through a first scenario.
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What can the Avaza Make integration automate?
The Avaza Make integration lets a Make scenario (the automation you build, a chain of steps) write to and read from your Avaza account. Each step is a module: here, 14 actions that create, read, update or delete records, and 5 searches that pull lists of them.
Project kickoff without copy and paste. A deal closes in your sales tool, and Make runs Create a Company, then Create a Project for that client, then Create a Task for the first deliverable. The account manager opens Avaza and the project is already there.
Invoices that follow the work. When a job is marked done elsewhere, Create an Invoice drafts the bill in Avaza. Later, List Invoices hands every invoice back to Make, one bundle (one item passed to the next module) at a time, so you can push them into a finance sheet.
A task list that stays in sync. Update a Task changes a task when its source changes, and List Tasks feeds a reporting tool with the current state of a project.
Know the gaps before you plan. Avaza has no trigger module in Make, so a scenario starts from another app or from Make's schedule. Anything the 19 modules skip goes through Make an API Call. The module documentation on Make's side is flagged as AI-generated, and it asks you to double-check important details with Avaza. For help getting started, see the Make training, and if you are weighing tools, the n8n vs Make comparison lays out the criteria. Errors after launch are covered in Make troubleshooting.
How do you connect Avaza to Make?
- 01
Copy your API token in Avaza
In Avaza, open Settings, click Manage Developer Apps, then Personal Access Tokens. Copy the token shown on screen. This menu only appears in an active Avaza account.
- 02
Add an Avaza module in Make
In your scenario, add any Avaza module, for example Create a Company, and click Create a connection. A connection is your Avaza account linked to Make once and reused by every Avaza module.
- 03
Paste the token and save
Give the connection a name in Connection name if you run more than one Avaza workspace (this field is optional). Paste the token you copied and confirm. Make can now read your companies, projects and tasks.
Your first scenario with Avaza
GoalWhen a new client lands in another app, Make creates the company in Avaza and opens a project for it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. Pick the app where new clients appear first, such as your CRM or form tool, and its trigger.
- 02
Add Create a Company
Click the + to the right of that trigger, search for Avaza and choose Create a Company. Click Create a connection and paste your API token. Map the client name from the first module.
- 03
Chain Create a Project
Add one more Avaza module, Create a Project, with the + on the right. Map the company Make just created, so the project is filed under the right client instead of floating on its own.
- 04
Test with Run once
Click Run once and trigger a test client in the first app. Open each module's bubble to read the bundles it received, then check in Avaza that the company and the project appear.
- 05
Schedule and switch it on
Open the clock on the first module (Scheduling). A new scenario checks every 15 minutes by default, which is also the shortest gap on the Free plan. Switch the scenario on and it runs by itself.
What each Avaza module does
Avaza gives you 19 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Company
ActionIn Make“Creates a new company.”
Adds a new client company to Avaza, so projects, contacts and invoices have a home to attach to. It is usually the first Avaza step of an onboarding scenario.
Create a Contact
ActionIn Make“Creates a specified contact.”
Records a person in Avaza, the one you send invoices to or discuss the project with. Your team then has a name and details to call without searching through old emails.
Create an Invoice
ActionIn Make“Creates a new invoice.”
Drafts an invoice in Avaza from data another module passes along, so billing starts as soon as the work is recorded instead of waiting for someone to remember it.
Create a Project
ActionIn Make“Creates a new project.”
Opens a project in Avaza with its name and client already set, which gives the delivery team a workspace the moment the deal is signed.
Create a Task
ActionIn Make“Creates a new task.”
Turns a request coming from elsewhere into a task inside an Avaza project, so nothing lives only in an inbox or a chat thread.
Delete a Task
ActionIn Make“Deletes a specified task.”
Removes one task from Avaza, useful to keep a project clean when a request is cancelled at its source and should not stay on anyone's plate.
Get a Company
ActionIn Make“Returns a specified company.”
Reads one company you point to and hands its details to the next modules. Handy when a later step needs the client's data but only has its identifier.
Get a Contact
ActionIn Make“Return a specified contact.”
Fetches the details of a single contact, so an email or a message built later in the scenario can greet the right person by name.
Get an Invoice
ActionIn Make“Returns a specified invoice.”
Pulls one invoice out of Avaza, ready to be copied into your accounting tool or attached to a follow-up message for the client.
Get a Project
ActionIn Make“Returns a specified project.”
Loads one project with its details, which lets a report or a notification show the project's real name instead of a bare number.
Get a Task
ActionIn Make“Returns a specified task.”
Reads a single task so you can check where it stands before the scenario does anything else with it, such as updating or closing it.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Opens the rest of the Avaza API to your scenario with the same connection, so you can reach any endpoint the ready-made modules leave out.
Update a Company
ActionIn Make“Updates a specified company.”
Changes an existing company in Avaza, which keeps client records aligned with what your CRM or billing tool says after an edit.
Update a Task
ActionIn Make“Updates a specified task.”
Edits a task that already exists, so the Avaza copy reflects what happened in the tool where the work is tracked.
List Companies
SearchIn Make“Returns a list of companies.”
Hands you your Avaza companies one at a time. Each client travels as its own bundle through the rest of the scenario, so what follows runs once per company.
List Contacts
SearchIn Make“Returns a list of contacts.”
Brings back the people stored in Avaza, one bundle each, which is the starting point for syncing them with a mailing tool or a CRM.
List Invoices
SearchIn Make“Returns a list of invoices.”
Sends back your Avaza invoices one by one, a clean base for a finance dashboard or a spreadsheet your accountant can read.
List Projects
SearchIn Make“Returns a list of projects.”
Lists the projects in your Avaza account so a scenario can loop over them, one bundle per project, without anyone opening Avaza.
List Tasks
SearchIn Make“Returns a list of tasks.”
Collects tasks from Avaza as individual bundles, which feeds a status report, a team digest or a check before an update.
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