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BlueLink Make integrationAutomate BlueLink with Make.
Tired of copying applicant details into BlueLink by hand? The BlueLink Make integration gives you 13 action modules that create records, save quotes and fetch documents. This guide shows how to connect your account and build a first working scenario.
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What can the BlueLink Make integration do for you?
The BlueLink Make integration lets Make write into BlueLink and read from it for you. Make is a visual automation tool: you chain bricks called modules into a scenario, and data from another app lands in BlueLink without anyone retyping it. BlueLink brings 13 action modules and no trigger, so another app or a schedule starts the flow.
Open a complete file from a single form. A web form collects an applicant, then Create Applicants Object, Create Address Object and Create Income Object build the matching records in BlueLink, one after the other. Your team opens a file that is already filled in.
Keep the history next to the file. When something changes in your CRM or your inbox, Create Case Note writes the update into BlueLink, so the next person on the file reads the context instead of asking for it.
Send documents where people actually work. Get documents metadata from quote lists what a quote holds, and Get Document pulls a single file so another module can store or share it.
What Make will not do here: BlueLink has no trigger, so it never tells Make that something happened on its side, and the app has no Make an API Call module to reach what the 13 modules leave out. The Make doc for BlueLink also warns that it was AI-generated and may contain mistakes. If you want to compare tools before you start, read n8n vs Make, and if a scenario stalls, Make troubleshooting covers the usual errors.
How do you connect BlueLink to Make?
- 01
Add a BlueLink module
In your scenario, click the +, search for BlueLink and pick any of its modules. Make then asks for a connection, which is your BlueLink account linked once and reused by every BlueLink module. Click Create a connection.
- 02
Give the connection a name
The Connection name field is optional. A clear name still helps the day you run a test account next to the live one, because you will pick it from a list in every new BlueLink module.
- 03
Paste your credentials
Enter the credentials from your BlueLink account, or follow the instructions Make shows on screen. The doc sends you to the Hyundai Developers service console: open your project, go to Project Overview, then copy the Client ID and the Client secret.
Your first scenario with BlueLink and Make
GoalWhen a new applicant shows up in another app, Make creates the applicant in BlueLink and adds a case note to the file.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + on the empty canvas. A scenario is the automation itself: a chain of modules that runs on a schedule or when an app calls Make.
- 02
Start from the app that holds the applicant
BlueLink has no trigger, so the first module belongs to another app: the form, CRM or spreadsheet where new applicants appear first. Pick its trigger and create that connection.
- 03
Add Create Applicants Object
Click the + on the right of the first module, search BlueLink and choose Create Applicants Object. Select your BlueLink connection, then map the applicant details from the first module into the fields Make displays.
- 04
Add Create Case Note
Add Create Case Note next and map a short summary of where the applicant came from. Each bundle, meaning one item passed from a module to the next, now gives one applicant and one note.
- 05
Test with Run once, then switch it on
Click Run once and open each module bubble to read the bundles it received. Once the result is right, set the schedule on the first module (every 15 minutes by default) and switch the scenario on.
What each BlueLink module does
BlueLink gives you 13 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create Address Object
ActionIn the docs onlyThis module writes an address into BlueLink from data your scenario already carries, so nobody retypes it from an email or a PDF.
Create Applicants Object
ActionIn the docs onlyHere is the starting point of most BlueLink scenarios: the applicant record gets created from another app, and every later module can hang its data on it.
Create Case Note
ActionIn the docs onlyA case note keeps the story of a file inside BlueLink, written automatically when something happens elsewhere, so colleagues read context instead of chasing it by email.
Create Committed Monthly Expenditure Object
ActionIn the docs onlyMonthly commitments reach BlueLink through this module, copied from wherever you first collect them, which spares the team a tedious re-entry step.
Create Fund Object
ActionIn the docs onlyFund details land in BlueLink as their own record with this module, fed by the tool where the information was first captured.
Create Income Object
ActionIn the docs onlyIncome information goes straight into BlueLink through this module, so the figures the applicant typed once do not have to be typed again by your team.
Create Occupant
ActionIn the docs onlyOccupant records reach BlueLink through this module, filled from your form or your CRM, instead of being typed by hand inside BlueLink.
Get Document
ActionIn the docs onlyPull one document out of BlueLink with this module and pass it to another app, for example a shared drive or an email sent to the client.
Get documents metadata from quote
ActionIn the docs onlyBefore moving any file, this module tells you which documents are attached to a quote, so the rest of the scenario knows what to fetch.
Request DIP
ActionIn the docs onlyThis module sends a DIP request from your scenario, so the request goes out as soon as the file is complete rather than when someone remembers to click.
Save Experian Open Banking Payload
ActionIn the docs onlyStore an Experian Open Banking payload in BlueLink with this module, so data that arrives from another step lands in the right file without a manual upload.
Save UK Quote
ActionIn the docs onlyA UK quote gets recorded in BlueLink by this module, built from the answers your scenario gathered upstream, so the quote exists without anyone rebuilding it.
Submit Application
ActionIn the docs onlyThis is the last step of a file: the module submits the application in BlueLink once every record the scenario created is in place.
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