Boldem Make integrationAutomate Boldem with Make.
Can Boldem react on its own when a customer clicks, buys or opts out? The Boldem Make integration gives you 60 modules, 5 of them triggers. This guide covers the connection, a first scenario and what each module is good for.
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What can the Boldem Make integration automate?
The Boldem Make integration links your Boldem account to Make, a no-code tool where you build a scenario (the automation itself: a chain of modules, each one a brick that watches, acts or searches). Boldem then trades contacts, carts, orders, coupons and e-mail events with your other apps, and nobody copies data by hand.
Warm leads from clicks. Watch Transactional E-mail Click spots a recipient who clicked, and Insert Contact into Automation drops that person into the Boldem sequence you already built. A software company can nurture trial users this way, based on what they actually opened and clicked.
A cleaner list after complaints. Watch Transactional E-mail Marked as Spam, paired with Update Contact or Create Unsubscribe, keeps people who complained out of your next sends, which protects the whole list.
Shop data inside Boldem. Create Order, Create Product and Create Cart copy what happens in your store into Boldem, so your e-mails can speak about real purchases. Create Coupon then hands a discount to the right buyer.
Two limits to know before you start. The 5 Boldem triggers are all scheduled: Make checks Boldem on the scenario's schedule, it is never called the instant an e-mail is clicked. And the connection needs a paid Boldem Profi plan. The Make review gives a wider picture of the tool, and Make pricing explains what counts on your plan.
If you also look at n8n, check whether it offers a Boldem node for your use case, then compare both tools with n8n vs Make.
How do you connect Boldem to Make?
- 01
Create an API key in Boldem
In Boldem, open Settings > API and click New API key. Give the key a name you will recognize later. If Boldem asks for a callback URI, paste
https://www.integromat.com/oauth/cb/boldem. - 02
Copy the two credentials
Boldem then shows a window with a Client ID and a Client secret. Copy both somewhere safe right away: Make asks for them in the next step, and they are what lets Make act on your account.
- 03
Create the connection in Make
Add any Boldem module to a scenario and click Create a connection. The Connection name is optional, but a clear name helps when you run several accounts. Paste the credentials or follow the on-screen steps, and the connection is ready for every Boldem module.
Your first scenario: turn an e-mail click into a nurture sequence
GoalWhen someone clicks a link in a Boldem transactional e-mail, Make adds that contact to one of your Boldem automations.
- 01
Create the scenario
On the Scenarios page of Make, create a new scenario and click the big +. That empty circle becomes the first module, the one that starts everything.
- 02
Add the click trigger
Search for Boldem, pick Watch Transactional E-mail Click and click Create a connection if you have not linked the account yet. Fill the fields the module shows you.
- 03
Add the automation module
Click the + on the right of the trigger, pick Insert Contact into Automation, and map into it the data from the trigger that points to the person who clicked.
- 04
Test with Run once
Click a link in a test e-mail, then press Run once. Open the bubble above each module to read the bundle it received (one bundle is one item, here one click) and check that the right contact came through.
- 05
Set the schedule and switch it on
Open the clock on the first module. A new scenario runs every 15 minutes by default; the Free plan stops at that interval, paid plans go down to 1 minute. Switch the scenario on.
What can start a Boldem scenario?
5 modules start a scenario when something happens in Boldem. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Boldem as soon as it happens.
Watch Transactional E-mail Click
triggerIn the docs onlyStarts your scenario when a recipient clicks a link in a transactional e-mail sent through Boldem, so a click turns into a next step instead of a line in a report.
Watch Transactional E-mail Delivery
triggerIn the docs onlyGives you a bundle for each transactional e-mail Boldem reports as delivered, which is the proof you need before telling anyone a message reached its inbox.
Watch Transactional E-mail Marked as Spam
triggerIn the docs onlyCatches the recipients who flagged one of your transactional e-mails as spam, so you can stop writing to them before the complaints hurt your sending.
Watch Transactional E-mail Opening
triggerIn the docs onlyHands you each opening of a transactional e-mail, a lighter signal than a click but a useful sign that a customer actually saw the message.
Watch Transactional E-mail Unsubscribe
triggerIn the docs onlyTells your scenario who unsubscribed from a transactional e-mail, so the opt-out can travel to your CRM and your other sending tools, not only Boldem.
What can Make do in Boldem?
Boldem gives you 55 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Create Cart
- Create Contact
- Create Coupon
- Create Coupon Group
- Create Mailing List
- Create Order
- Create Product
- Create Subscribe Request
- Create Unsubscribe
- Create and Send Transactional E-mail with Template
- Create and Send Transactional SMS
- Delete Cart
- Delete Contact
- Delete Contact by E-mail
- Delete Coupon
- Delete Coupon Group
- Delete Mailing List
- Delete Order
- Delete Product
- Delete Unsubscribe
- Get Cart
- Get Contact
- Get Contact by E-mail
- Get Coupon
- Get Coupon Group
- Get Mailing List
- Get Order
- Get Product
- Get Subscribe Request
- Get Transactional E-mail
- Get Transactional SMS
- Get Unsubscribe
- Import Contacts in Bulk
- Import Coupons in Bulk
- Import Unsubscribes in Bulk
- Insert Contact into Automation
- List Carts
- List Contacts
- List Coupon Groups
- List Coupons
- List Mailing Lists
- List Orders
- List Products
- List Subscribe Requests
- List Transactional E-mails
- List Transactional SMS
- List Unsubscribes
- Make an API Call
- Update Cart
- Update Contact
- Update Coupon
- Update Coupon Group
- Update Mailing List
- Update Order
- Update Product
Create Cart
ActionIn the docs onlyPuts a shopping cart into Boldem from data your scenario already holds, so your e-mails know what a visitor was about to buy.
Create Contact
ActionIn the docs onlyAdds a new person to your Boldem audience, fed by whatever app captured them first: a form, a CRM, a checkout page.
Create Coupon
ActionIn the docs onlyGenerates a single coupon in Boldem, so a discount can be handed out by a scenario instead of typed in by someone on your team.
Create Coupon Group
ActionIn the docs onlySets up a coupon group in Boldem, the container that keeps the coupons of one campaign together and easy to track.
Create Mailing List
ActionIn the docs onlyOpens a fresh mailing list in Boldem from a scenario, which is handy when lists follow events, webinars or product launches.
Create Order
ActionIn the docs onlyWrites a purchase into Boldem, so your campaigns can target buyers based on what they really ordered and not on guesses.
Create Product
ActionIn the docs onlyAdds an item to the Boldem product catalog, so product e-mails and recommendations can refer to what you actually sell.
Create Subscribe Request
ActionIn the docs onlyRecords a subscribe request in Boldem, the step where someone asks to receive your e-mails, sent from a form or app outside Boldem.
Create Unsubscribe
ActionIn the docs onlyAdds a person to the Boldem unsubscribe records, so an opt-out collected in another tool is respected in Boldem as well.
Create and Send Transactional E-mail with Template
ActionIn the docs onlySends a one-to-one e-mail from Boldem built on one of your templates, filled with data from earlier modules: an order, a name, a link.
Create and Send Transactional SMS
ActionIn the docs onlySends a text message through Boldem to one person, for the cases where an e-mail would be read too late.
Delete Cart
ActionIn the docs onlyRemoves a cart from Boldem, which keeps abandoned-cart e-mails from chasing a basket that is no longer relevant.
Delete Contact
ActionIn the docs onlyErases a contact from Boldem when you already hold the reference of that record, for example from Get Contact or List Contacts.
Delete Contact by E-mail
ActionIn the docs onlyRemoves a contact from Boldem using only their e-mail address, the one detail every other app usually has.
Delete Coupon
ActionIn the docs onlyWithdraws a single coupon from Boldem, so a code that should no longer work stops circulating in your campaigns.
Delete Coupon Group
ActionIn the docs onlyClears out a whole coupon group in Boldem, useful when a promotion is over and its container only adds noise.
Delete Mailing List
ActionIn the docs onlyRemoves a mailing list from Boldem, so old event or test lists stop cluttering the screen where you pick recipients.
Delete Order
ActionIn the docs onlyTakes an order out of Boldem, so e-mails based on purchase history no longer count a sale that did not happen.
Delete Product
ActionIn the docs onlyDrops a product from the Boldem catalog, keeping your e-mails from promoting something you no longer sell.
Delete Unsubscribe
ActionIn the docs onlyLifts an unsubscribe record in Boldem, so someone who opted out and later changed their mind can receive your e-mails again.
Get Cart
ActionIn the docs onlyFetches one cart from Boldem and hands its details to the next modules, for example to rebuild a reminder elsewhere.
Get Contact
ActionIn the docs onlyPulls the full Boldem record of a contact you already have a reference for, so later modules can use what Boldem knows about them.
Get Contact by E-mail
ActionIn the docs onlyLooks up a Boldem contact from an e-mail address, the easiest way to check whether a person is already in your audience.
Get Coupon
ActionIn the docs onlyReads one coupon from Boldem, handy when a scenario must confirm what a code is before telling a customer about it.
Get Coupon Group
ActionIn the docs onlyRetrieves the details of one coupon group, so your scenario can check a campaign's container before adding or removing codes.
Get Mailing List
ActionIn the docs onlyBrings back one Boldem mailing list, so a scenario can check its details before sending contacts into it.
Get Order
ActionIn the docs onlyReads a single order stored in Boldem, useful for matching it with what your shop or accounting tool says.
Get Product
ActionIn the docs onlyFetches one product from the Boldem catalog, so another app can compare it with its own data before anything changes.
Get Subscribe Request
ActionIn the docs onlyReads one subscribe request from Boldem, which helps when you need to know where a person stands before writing to them.
Get Transactional E-mail
ActionIn the docs onlyOpens the Boldem record of one transactional e-mail, so a scenario can report on a specific message instead of guessing.
Get Transactional SMS
ActionIn the docs onlyReads one transactional SMS sent through Boldem, giving your scenario the record of that specific text message.
Get Unsubscribe
ActionIn the docs onlyChecks one unsubscribe record in Boldem, the quickest way to confirm an opt-out before any other tool writes to that person.
Import Contacts in Bulk
ActionIn the docs onlySends many contacts to Boldem in one go instead of one module run per person, which keeps big imports tidy and cheaper in operations.
Import Coupons in Bulk
ActionIn the docs onlyLoads a whole batch of coupons into Boldem in a single run, the practical route when a campaign needs many codes.
Import Unsubscribes in Bulk
ActionIn the docs onlyPushes a full list of opt-outs into Boldem at once, so every refusal kept in another tool applies here too.
Insert Contact into Automation
ActionIn the docs onlyEnrolls a contact in one of your existing Boldem automations, so a sequence you designed in Boldem starts from an event in any app.
List Carts
SearchIn the docs onlyReturns the carts stored in Boldem as separate bundles, one per cart, ready for filtering or reporting in another app.
List Contacts
SearchIn the docs onlyRetrieves your Boldem contacts as a stream of bundles, the starting point for syncing them to a CRM or cleaning your audience.
List Coupon Groups
SearchIn the docs onlyShows every coupon group in Boldem as one bundle each, so a scenario can pick the right campaign by name.
List Coupons
SearchIn the docs onlyLists the coupons held in Boldem, so you can audit which codes exist or find one to update or remove.
List Mailing Lists
SearchIn the docs onlyGets you every mailing list of your Boldem account as separate bundles, so the rest of the scenario can pick the right audience by its name instead of a value typed by hand.
List Orders
SearchIn the docs onlyBrings back the orders stored in Boldem, one bundle per order, which lets you read your shop history from a scenario and push it into a sheet, a report or another tool.
List Products
SearchIn the docs onlyPulls the product catalog you keep in Boldem into the scenario, one product per bundle, ready to compare with the catalog of your online store or your inventory tool.
List Subscribe Requests
SearchIn the docs onlyShows you the subscribe requests recorded in Boldem, each one as its own bundle, so you can follow who asked to join a list before they become a full contact.
List Transactional E-mails
SearchIn the docs onlyReturns the transactional e-mails Boldem has sent, one bundle each, which gives you a way to audit order confirmations or password resets from outside Boldem.
List Transactional SMS
SearchIn the docs onlyCollects the transactional text messages sent through Boldem, one bundle per SMS, so you can log them next to the rest of your customer history.
List Unsubscribes
SearchIn the docs onlyHands you the list of unsubscribes held in Boldem, one bundle each, which is what you need to keep other tools from writing to people who opted out.
Make an API Call
ActionIn the docs onlyLets you call any endpoint of the Boldem API from your scenario, reusing the connection you already created, so what the listed modules do not cover stays within reach.
Update Cart
ActionIn the docs onlyChanges a cart that already exists in Boldem instead of creating a second one, so the data behind your abandoned cart e-mails stays accurate.
Update Contact
ActionIn the docs onlyRewrites the details of a contact already in Boldem, which keeps one clean record per person instead of duplicates piling up.
Update Coupon
ActionIn the docs onlyEdits a coupon you already created in Boldem, so a promotion can evolve without deleting and recreating the code your customers know.
Update Coupon Group
ActionIn the docs onlyEdits a coupon group that already exists in Boldem, the container of one campaign, without deleting and rebuilding it when the campaign changes.
Update Mailing List
ActionIn the docs onlyEdits a mailing list that already exists in Boldem, so your lists stay tidy as your audiences evolve, without rebuilding them from scratch.
Update Order
ActionIn the docs onlyUpdates an order already stored in Boldem, so what Boldem knows about a purchase matches what happened in your store after checkout.
Update Product
ActionIn the docs onlyEdits a product already in your Boldem catalog, so your e-mails show the item as it is in your store.
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