Coveo Make integrationAutomate Coveo with Make.
Can your Coveo index stay in sync with the tools where content is born? The Coveo Make integration gives you 6 modules: 3 searches and 3 actions to query the index, push items and remove them. This page walks you through the API key, a first scenario and every module.
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What can the Coveo Make integration do for you?
The Coveo Make integration links your Coveo organization to Make, so a scenario (the automation you build in Make, a chain of modules) can search your index, send items to a push source and delete them. A module is one brick of that chain. No code: you pick modules and fill in fields.
Keep the index fresh. A product page or help article changes in another app, and Add or Update an Item sends it to your push source. If the item already exists, Coveo updates it instead of creating a duplicate.
Remove what should no longer be found. When content is retired, Delete an Item takes it out of the source by its document ID, with its children if you ask for it. Searchers stop landing on dead pages.
Put search results to work. Perform a Simple Query or Perform a Query return matching items as bundles (one item passed from one module to the next), ready to feed a report, a sheet or a message. List Query Suggestions shows what Coveo proposes for a piece of text.
One limit to know up front: Coveo has no trigger in Make, so it never starts a scenario on its own. Another app or the schedule does that. The doc gives no numeric limit for these modules. If you are weighing tools, read our n8n vs Make comparison. To learn the editor properly, see Make training, and keep Make troubleshooting handy for the first errors.
How do you connect Coveo to Make?
- 01
Create an API key in Coveo
Log in to Coveo, open Organization in the left menu, then API Keys, and click Add key. Give the key the privileges and access your scenario needs, for example the rights to push items if you plan to use the Push modules.
- 02
Copy the key right away
Click Copy to put the key on your clipboard and paste it somewhere safe for the next step. Coveo shows it only this once, so do not close the window before the key is saved.
- 03
Add the connection in Make
In Make, pick any Coveo module and click Add next to Connection. Name it, select the Organization type and paste your API Key. That connection (your Coveo account linked to Make) is reused by every Coveo module.
Your first scenario: push new content into Coveo
GoalWhen a new record appears in another app, Make adds it to your Coveo push source, or updates it if it is already there.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. The first module comes from the app where your content lives, since Coveo has no trigger of its own.
- 02
Set the starting module
Search that app by name, choose the module that watches new records and link your account. Each record it finds becomes one bundle, the unit that travels through the scenario.
- 03
Add Add or Update an Item
Click the + on the right of the first module, search Coveo and pick Add or Update an Item. Select your connection, choose the source and map the fields from the record above.
- 04
Test with Run once
Click Run once. Make runs the scenario one time; open the bubble above each module to read the bundles it received, then check in Coveo that the item landed in the source.
- 05
Schedule and switch it on
Open the clock on the first module. A new scenario runs every 15 minutes by default, and each module run counts as one operation on your plan. Adjust if needed, then switch the scenario on.
What each Coveo module does in Make
Coveo gives you 6 modules in 3 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Search
3 modules
List Query Suggestions
SearchIn Make“Retrieves a list of query suggestions.”
Give it a bit of text and you get back the query suggestions Coveo would offer for it, as a list you can pass to the next module. Handy to see your search through a user's eyes.
Perform a Simple Query
SearchIn Make“Performs a simple query.”
You get the items of your index that match a query, each one as its own bundle, without setting up anything elaborate. It is the quickest way to pull search results into another tool.
Perform a Query
SearchIn Make“Performs an advance query.”
This one gives you the same kind of result list, but the doc labels it as the advanced query, so it exposes more of what Coveo can do than the simple version. Open its fields in Make to see what it adds.
Push
2 modulesAdd or Update an Item
ActionIn Make“Adds an item to a push source by the source ID or updates an item if it exists.”
Your content lands in a Coveo push source, and you never have to know whether it was there before: a new item is added, an existing one is updated. That saves you a separate search step.
Delete an Item
ActionIn Make“Removes an item from a push source and optionally its children by the document ID.”
It takes an item out of a push source using its document ID, so it stops showing up in search results. You can also choose to remove its children along with it.
Other
1 moduleMake an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
When none of the five modules above covers what you need, this one lets you call any endpoint of the Coveo API, using the same connection you already set up. You keep working inside Make.
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