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Cloud BOT Make integrationAutomate Cloud BOT with Make.
Can Make start your Cloud BOT runs and handle the files around them? The Cloud BOT Make integration offers 5 modules: 1 trigger and 4 actions. This guide is for operations teams who run BOTs and want the steps before and after them handled for them, starting with a simple first scenario.
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What can the Cloud BOT Make integration do?
The Cloud BOT Make integration links your Cloud BOT account to Make, a no-code tool where you build a scenario (the automation itself, a chain of bricks called modules). Once linked, Make can launch your BOTs, send them files, fetch files back and notice when a BOT has finished its work.
Pick up results as soon as a run is over. Watch BOT Done starts the scenario when a BOT has completed, then Download File retrieves what it produced so the next module can store it or share it with the right person.
Feed a BOT, then set it going. For a finance team, a file coming from another app goes to the BOT through Upload File, and Execute BOT launches the run right after. Nobody has to open Cloud BOT to start it by hand.
Reach the rest of the API. The Make documentation points to the Cloud BOT API for the full list of endpoints; Make an API Call reaches them with the connection you already created.
A limit worth knowing: the documentation lists the modules without describing them, so the exact fields only appear once you open each module in Make. If you are still weighing your options, the n8n vs Make comparison sets out the criteria, and the Make pricing page explains how operations are counted. Stuck on a run that fails? See Make troubleshooting.
How do you connect Cloud BOT to Make?
- 01
Allow external connections in Cloud BOT
In your Cloud BOT account, open Connect in the left sidebar. Turn on the switch in External Connections, then, under BOT to connect, turn on the switch of each BOT that Make should be able to reach.
- 02
Create the connection in Make
Add any Cloud BOT module to your scenario and click Create a connection. A connection is your Cloud BOT account linked to Make once, then reused by every Cloud BOT module. The Connection name field is optional, but a clear name helps later.
- 03
Save and approve access
Click Save. If Cloud BOT asks you to sign in and confirm access, do it in the window that opens. Only teams with their own custom app need Show advanced settings, where they paste their client credentials.
Your first scenario with Cloud BOT
GoalWhen a BOT finishes in Cloud BOT, Make downloads the file it worked on.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + in the middle of the editor to add your first module.
- 02
Add the trigger
Search for Cloud BOT, choose Watch BOT Done and click Create a connection if your account is not linked yet. Then fill in the fields Make shows for this module.
- 03
Fetch the file
Click the + to the right of the trigger and add Download File. Map the data coming from Watch BOT Done into its fields so Make knows which file to pull.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time; open the bubble above each module to read the bundles it received, a bundle being one item passed from one module to the next.
- 05
Schedule and switch on
Click the clock on the first module to set how often Make checks Cloud BOT (every 15 minutes by default), then switch the scenario on so it keeps running without you.
What starts a Cloud BOT scenario
1 module starts a scenario when something happens in Cloud BOT. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Cloud BOT as soon as it happens.
Watch BOT Done
triggerIn the docs onlyWatch BOT Done gives you a scenario that starts once a BOT has completed, so whatever comes next happens without anyone checking the Cloud BOT dashboard. The Make documentation gives no description of it, so read the fields in the module before relying on it.
Everything the Cloud BOT modules can do
Cloud BOT gives you 4 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name. When you create a Cloud BOT webhook in Make, it is attached automatically and requires no additional set up.
Execute BOT
ActionIn the docs onlyExecute BOT lets a scenario launch one of your BOTs itself, which removes the manual start from the process. It is an action, so it works on one item each time it runs.
Upload File
ActionIn the docs onlyUpload File sends a file from your scenario to Cloud BOT, so the BOT finds its input ready instead of waiting for someone to drop it in. The file usually comes from an earlier module in the flow.
Download File
ActionIn the docs onlyDownload File brings a file from Cloud BOT back into the scenario, where the next module can store it, attach it to an email or pass it to another tool. This is how a BOT's output leaves Cloud BOT without a manual export.
Make an API Call
ActionIn the docs onlyMake an API Call gives you access to any Cloud BOT API endpoint, using the connection you already set up, for everything the four other modules do not cover. It suits readers comfortable with an API reference.
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