Earned Value Make integrationAutomate Earned Value with Make.
Stop retyping projects, tasks and hours into Earned Value by hand. The Earned Value Make integration offers 10 action modules and no trigger. This page is for project leads new to Make: connect your account, then build a first scenario that fills Earned Value on its own.
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What can the Earned Value Make integration do for you?
The Earned Value Make integration lets Make write into your Earned Value account for you: it creates projects, tasks, time entries and expenses, edits tasks and hours, and deletes what is no longer needed. It has no trigger of its own, so another app or a schedule starts each scenario, meaning the automation you build in Make.
A project that sets itself up. When a deal is marked as won in your sales tool, Create a Project opens the project in Earned Value and Create a Task adds the first work items, so nobody copies the client name twice.
Hours that land where they belong. A timer app or a form can send each finished work session to Create a Time Entry, and Edit a Time Entry fixes the duration when someone corrects it at the source.
Costs recorded at the moment they happen. An approved receipt in your accounting tool becomes a line through Create an Expense, which keeps the project budget honest without a spreadsheet in between.
Know the limits before you start. Make itself says its documentation for Earned Value is incomplete, because little public information exists about the app, so each module is best explored with a test run. There is no search module either, and Make an API Call is the route for anything the listed modules skip. If you are weighing tools, read n8n vs Make; to learn the editor step by step, the Make training covers it.
How do you connect Earned Value to Make?
- 01
Add an Earned Value module
Open a scenario, click the +, search for Earned Value and pick any of its modules. In the panel that opens, click Create a connection. A connection is your Earned Value account linked to Make once and reused by every module of the app.
- 02
Name the connection
This step is optional, yet it helps later. Give the connection a name that says whose account it is, for example the team or the client workspace, so you pick the right one when you add the next Earned Value module.
- 03
Authorize Make, then save
Depending on what Earned Value asks for, approve access on its page or paste the key the app gives you. Click Save. From now on, the modules of the app can read the projects and tasks your account has access to.
Build your first scenario with Earned Value
GoalWhen a deal is won in another app, Make creates the project in Earned Value and adds its first task.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Because Earned Value has no trigger, the first module comes from the app where the event happens, such as your CRM or your form tool.
- 02
Add Create a Project
Click the + to the right of that first module, search for Earned Value and choose Create a Project. Link your connection, then map the client or deal name coming from the first module.
- 03
Chain Create a Task
Add Create a Task after the project module. Map the project that was just created, so the task lands in the right place, then write the task name you want every new project to start with.
- 04
Test with Run once
Click Run once and trigger a test event in the first app. Open each module to read the bundle it received, meaning the item passed along, and check the project in Earned Value.
- 05
Schedule and switch it on
Open the clock on the first module. A new scenario checks every 15 minutes by default; on the Free plan, 15 minutes is also the shortest gap. Then switch the scenario on.
What each Earned Value module does
Earned Value gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Project
ActionIn the docs onlyYou get a new project in Earned Value without opening the app, named from data another module sends. It is usually the first Earned Value step of a scenario, since tasks, hours and expenses need a project to belong to.
Create a Task
ActionIn the docs onlyThis module adds a work item to a project, which saves you from rebuilding the same checklist by hand. Chained after Create a Project, it lets a fresh project arrive with its first tasks already in place.
Create a Time Entry
ActionIn the docs onlyHours worked show up in Earned Value as soon as another tool records them, so the project figures stay current without anyone copying timesheets. Each bundle that reaches the module becomes one entry, and each one counts as an operation, a single run of a module on your Make plan.
Create an Expense
ActionIn the docs onlyCosts reach the project record in Earned Value the moment they are approved somewhere else, which keeps the budget view honest. Pick it over Create a Time Entry whenever the line is money spent rather than time worked, such as a purchase or a supplier invoice.
Delete Expenses
ActionIn the docs onlyRemoving expenses from Earned Value keeps the project cost clean when a purchase is cancelled at the source. The plural name suggests it handles more than one expense per run, but the documentation does not confirm how, so check it in a test.
Delete Time Entries
ActionIn the docs onlyWrong hours disappear from Earned Value without a manual cleanup, which matters when a timesheet was logged twice or on the wrong project. Choose it over Edit a Time Entry only when the hours should not exist at all.
Delete a Task
ActionIn the docs onlyA task that no longer makes sense leaves the project on its own, so the plan in Earned Value matches what the team really does. It acts on one task per bundle, unlike the two delete modules for hours and expenses whose names point to several.
Edit a Task
ActionIn the docs onlyAn existing task gets updated in place, so a change made elsewhere does not leave Earned Value behind. Prefer it to deleting and recreating the task: the task stays the same one, and the rest of the scenario still points to it.
Edit a Time Entry
ActionIn the docs onlyCorrected hours replace the old ones in Earned Value, which keeps the time already booked without creating a duplicate line. Prefer it to Delete Time Entries whenever the work happened but the duration or the project was wrong.
Make an API Call
ActionIn the docs onlyAnything the nine other modules leave out stays within reach: this module calls any endpoint of the Earned Value API with the same connection. It is the answer to the missing search module, for example to look up a project before adding tasks to it.
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