Resources · Make integration

Dootax Make integrationAutomate Dootax with Make.

Can Make take repetitive Dootax work off your plate? The Dootax Make integration offers 14 action modules to search guias, fetch payment files and keep users in order. This page shows how to link your account and build a first scenario.

Try the Dootax integration on MakeSee the 14 modules

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What you can automate

What does the Dootax Make integration do?

The Dootax Make integration links your Dootax account to Make, so a scenario (the automation you build in Make, a chain of steps) can work in Dootax for you. Each step is a module. For Dootax, all 14 are actions: none of them starts a scenario on its own, so you open the flow with a schedule or with another app.

Payment files collected without logging in. Start with Pesquisar Guias to find the guias you care about, then pass each result to Obter um Arquivo de Pagamento. Every result travels as a bundle, one item handed from a module to the next, so the second module handles them one after another.

A user list that stays current. When someone joins accounting in your HR tool, Criar ou Atualizar um Usuário, whose name means create or update a user, can bring their Dootax profile in line. Listar Usuários shows who is already there before you touch anything.

Paid guias reported to the team. Place Monitorar Guias Pagas after a schedule and send what it returns to a spreadsheet or a chat channel. It is typed as an action, so it runs only when the scenario reaches it.

Make marks its Dootax documentation as limited: no module descriptions, no field list. Test each module with Run once before relying on it, and keep the Make troubleshooting guide close when a run fails. For the wider picture, read the Make review, and if you are still choosing a platform, n8n vs Make lays out the options.

Connect

How do you connect Dootax to Make?

  1. 01

    Add a Dootax module

    Place any Dootax module in your scenario and click Create a connection. A connection is your Dootax account linked to Make once; every other Dootax module then reuses it without asking again.

  2. 02

    Name the connection

    Give the connection a name if you like, for example the company it belongs to. This step is optional, yet it saves confusion the day you link a second Dootax account to the same Make workspace.

  3. 03

    Authorize and save

    Make then asks you to approve access on the Dootax page, or to paste the key Dootax gives you, depending on how the app signs in. Click Save, and the module can list what your account is allowed to read.

First scenario

Your first Dootax scenario in Make

GoalWhen a guia matches your search in Dootax, Make fetches its payment file for you.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the large + to place the first module. Everything you add afterwards hangs off this starting point.

  2. 02

    Add Pesquisar Guias

    Search for Dootax, pick Pesquisar Guias and click Create a connection to link your account. Fill in the search fields the module shows; once connected, Make lists what it can read.

  3. 03

    Chain the payment file

    Click the + on the right of the first module and choose Obter um Arquivo de Pagamento. Map the data the search returned into its fields so each guia found leads to its own request.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received, so you can confirm the search found what you expected before going further.

  5. 05

    Schedule and switch on

    Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Each module run on a bundle is an operation, the unit Make counts on your plan.

Modules

What each Dootax module does

Dootax gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Dootax1

Cancelar uma Guia

ActionIn the docs only

Cancels a guia in Dootax straight from a scenario, which is what the name, Portuguese for cancel a guia, points to. The cancellation happens without anyone opening Dootax.

When to use it
a request is withdrawn in another tool and the matching guia should not stay open.
Watch out
the documentation describes nothing about it, so treat a cancellation as final and try it once on a test guia first.
Dootax2

Criar ou Atualizar um Usuário

ActionIn the docs only

Keeps one Dootax user record current: going by its name, it creates the user when missing and updates the profile otherwise. A single module covers both cases, so no separate existence check is needed.

When to use it
a new colleague shows up in your HR or identity tool and needs Dootax access with the same details.
Watch out
Make publishes no field list for it, so open the module and see which values it asks for before mapping anything.
Dootax3

Enviar um Arquivo

ActionIn the docs only

Delivers a file to Dootax, as its name says, so a document produced elsewhere lands there without a manual upload. The file reaches it as a bundle from an earlier module.

When to use it
a document appears in your storage app or inbox and belongs in Dootax.
Watch out
the Free plan handles files up to 5 MB, so check the size of what you send before switching the scenario on.
Dootax4

Fazer uma chamada API

ActionIn the docs only

Gives you a direct line to Dootax, if the name, make an API call, is taken literally. It is the module to try when none of the named Dootax modules covers your request.

When to use it
you need a Dootax operation that the other modules on this page do not offer.
Watch out
the documentation says nothing about how it works, so you need to know what Dootax expects and confirm the result with Run once.
Dootax5

Listar Detalhes do Lote de Pagamento

ActionIn the docs only

Opens up a payment batch (lote de pagamento) and returns what it contains, reading the name at face value. What it brings back can feed the next module in the chain.

When to use it
you reconcile a batch in a spreadsheet or pass its contents to your accounting tool.
Watch out
every item handed to a later module is one more operation, so a large batch adds up on your plan.
Dootax6

Listar Empresas

ActionIn the docs only

Lists the companies (empresas) your Dootax account can reach, judging by its name. It works well as a lookup before any step that needs a company picked.

When to use it
you handle several entities and want the scenario to work on the right one.
Watch out
no filter is documented for it, so expect the full list and keep only what you need in the following step.
Dootax7

Listar Usuários

ActionIn the docs only

Pulls the roster of Dootax users, going by the name, which gives you something to compare against your own team list.

When to use it
before creating or updating a user, to see whether the person already has an account.
Watch out
it pairs naturally with Criar ou Atualizar um Usuário, yet each user passed downstream costs an operation.
Dootax8

Monitorar Guias

ActionIn the docs only

Reads where your guias stand; monitorar means to monitor. Despite that name, Make types it as an action and not as a trigger.

When to use it
you want a scheduled scenario to read guia status and pass it on to another tool.
Watch out
it will not start a scenario by itself, so the schedule on the first module decides when it runs.
Dootax9

Monitorar Guias Pagas

ActionIn the docs only

Focuses on guias that are already paid, as its name says, so you can act once a payment has gone through.

When to use it
finance wants paid guias copied into a sheet or announced in a channel.
Watch out
like the other Monitorar modules it is an action, so it only runs when the scenario reaches it on schedule.
Dootax10

Monitorar Notificações

ActionIn the docs only

Collects Dootax notifications (notificações), if the name is any guide, so alerts stop sitting unread inside the app.

When to use it
forward notices to the email or chat where your team actually looks.
Watch out
as an action it cannot fire instantly; the scenario's schedule decides how often it checks.
Dootax11

Obter um Arquivo

ActionIn the docs only

Retrieves a single file from Dootax, which is what the name, get a file, describes, so you can store or forward it.

When to use it
archiving a document in cloud storage after a search has found it.
Watch out
it acts on one item at a time; to fetch several files, place a search module in front of it.
Dootax12

Obter um Arquivo de Pagamento

ActionIn the docs only

Aims at the payment file itself rather than any document, taking the name at face value. That narrower target keeps your scenario from picking the wrong kind of file.

When to use it
a bank or accounting step needs the payment file attached to a guia.
Watch out
for other documents choose Obter um Arquivo instead, since the documentation does not say what each one returns.
Dootax13

Pesquisar Arquivos de Pagamento

ActionIn the docs only

Searches payment files and hands back the matches, according to the name (pesquisar means to search). It is how you locate files before fetching them one by one.

When to use it
you need every payment file that fits a condition, not a single known one.
Watch out
a search can come back empty, and then the next modules receive nothing, so check the result with Run once.
Dootax14

Pesquisar Guias

ActionIn the docs only

Finds the guias that fit what you ask for, going by the name, and makes them the starting set of your scenario.

When to use it
as the first Dootax step of a scheduled flow, like the scenario above.
Watch out
every guia found runs through the following modules, and each of those runs is counted as an operation.
Need help

Need help automating Dootax with Make?

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FAQ

Dootax and Make: common questions

01Is the Dootax Make integration free?
Yes. Dootax is a standard app in Make, so it works from the Free plan. That plan allows 2 active scenarios, at least 15 minutes between scheduled runs, 5 minutes per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, lift the cap on active scenarios and allow 40 minutes per run. Usage is counted in operations, one per module run on one bundle. No price for Dootax itself is given here.
02What do you need to connect Dootax to Make?
A Dootax account and a Make account. Make's documentation lists no prerequisites and no specific steps for Dootax, so the generic flow applies: add a Dootax module, click Create a connection, optionally name it, then authorize Make on the Dootax page or paste the key Dootax provides, and click Save. The connection is stored once and shared by all 14 modules. If the sign-in method is unclear, Dootax support can tell you which one your account uses.
03Does Dootax trigger Make scenarios in real time?
No. Dootax has no trigger in Make, neither scheduled nor instant, so nothing in Dootax can start a scenario the moment something happens. The three Monitorar modules sound like watchers but are typed as actions. To get going anyway, set a schedule on the first module, every 15 minutes by default and never more often than that on the Free plan, or open the scenario with another app's trigger or a Make webhook and let the Dootax modules follow.
04What if a Dootax module is missing in Make?
It depends on the gap. Make offers no universal Make an API Call module for Dootax. The app does include Fazer uma chamada API, whose name means make an API call, but the documentation does not describe it, so test it with Run once before building on it. Make also flags its Dootax documentation as limited overall. If your need is still not covered, look for another app that holds the same data, or ask the team behind this page to look at your case.
05Should you use Make or n8n for Dootax?
It depends on what you check. On Make, Dootax comes with 14 modules, all actions, sharing one connection. Whether n8n has a Dootax node is not something this page can confirm, so look at its node list first. If both exist, compare the modules each one offers against the task you have in mind, and lean toward the tool your team already uses. The comparison page linked earlier walks through the two platforms in more detail.
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