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Easy Project Make integrationAutomate Easy Project with Make.
What if every new project in Easy Project set itself up? The Easy Project Make integration gives you 30 modules: 3 triggers, 22 actions and 5 searches. This guide is for project and ops leads, and it walks you from the connection to a first working scenario.
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What can the Easy Project Make integration do for you?
The Easy Project Make integration links your Easy Project account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger, an action or a search. Make can watch new projects, tasks and time entries, then create, update, list or delete projects, tasks, time entries, incomes and expenses for you.
Projects that start ready. Watch New Projects spots each project someone opens, and Create a Task drops the first to-do inside it, so no project begins as an empty shell. Add Create an Expense in the same scenario if every project carries a planned cost from day one.
Hours that reach the right place. Watch New Time Entries picks up each logged entry. From there, a consultancy can pass the hours to its invoicing tool, or Update a Task can flag the task the time was spent on.
A clean picture of the money. List Incomes and List Expenses pull the planned figures across all projects, one bundle (one item passed to the next module) per line, ready for a report or a spreadsheet.
Know the limits before you build. The 3 triggers are scheduled, which means Make checks Easy Project on the scenario's clock rather than hearing about changes the second they happen. When a listed module falls short, Make an API Call reaches the rest of the Easy Project API with the same connection. Weighing another tool? Our n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted. If a run fails later, Make troubleshooting covers the usual causes.
How do you connect Easy Project to Make?
- 01
Open an Easy Project module
In your scenario, click the +, search for Easy Project and pick any of its modules. The first time, Make has no link to your account yet, so click Create a connection. This connection is your Easy Project account tied to Make.
- 02
Name the connection
Giving it a name is optional, but it pays off once you manage several accounts. Something like the workspace or the team it belongs to is enough to recognize it later in the connection list.
- 03
Authorize and save
Follow what the screen asks: either approve Make on the Easy Project page that opens, or paste the key your account gives you. Click Save. Make can now read your projects and offers them in the module fields.
Build your first scenario with Easy Project
GoalWhen a new project appears in Easy Project, Make creates a kickoff task inside it.
- 01
Create the scenario
From the Scenarios page, create a new scenario. An empty canvas opens with a large + in the middle: that is where your first module goes.
- 02
Add the trigger
Click the +, search for Easy Project and choose Watch New Projects. Select your connection, or create it with Create a connection if this is your first Easy Project module.
- 03
Add the task
Click the + on the right of the trigger and pick Create a Task. Map the project coming from the trigger into the task, then type the name of the kickoff task your team expects.
- 04
Test with Run once
Create a test project in Easy Project, then click Run once. Open the bubble above each module to read the bundles it received and check that the task landed in the right project.
- 05
Schedule and switch on
Click the clock on the first module to set the schedule: every 15 minutes by default. Pick the interval that suits you, then switch the scenario on so it keeps running without you.
What starts an Easy Project scenario?
3 modules start a scenario when something happens in Easy Project. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Easy Project as soon as it happens.
Watch New Projects
Scheduled triggerIn Make“Triggers when a new project has been created.”
Hands your scenario every project created in Easy Project, so the setup work that follows a new project can run without anyone thinking of it.
Watch New Tasks
Scheduled triggerIn Make“Triggers when new task has been created.”
Gives you a fresh bundle for each task added in Easy Project, which is handy when tasks come from several people and nobody wants to check the list by hand.
Watch New Time Entries
Scheduled triggerIn Make“Triggers when a new time entry has been created.”
Collects the hours your team logs in Easy Project at the next scheduled check, which turns time tracking into data other tools can use.
What can Make do in Easy Project?
Easy Project gives you 27 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Close a Project
- Create an Expense
- Create an Income
- Create a Project
- Create a Task
- Create a Time Entry
- Delete an Expense
- Delete an Income
- Delete a Project
- Delete a Task
- Delete a Time Entry
- Get an Expense
- Get an Income
- Get a Project
- Get a Task
- Get a Time Entry
- Make an API Call
- Update an Expense
- Update an Income
- Update a Project
- Update a Task
- Update a Time Entry
- List Expenses
- List Incomes
- List Projects
- List Tasks
- List Time Entries
Close a Project
ActionIn Make“Marks a project as closed.”
Marks a project as closed in Easy Project, the step people often forget once the last deliverable ships. Letting Make do it keeps the active project list honest.
Create an Expense
ActionIn Make“Creates a planned expense.”
Adds a planned expense to Easy Project, so the budget of a project reflects a cost before the invoice even arrives. Finance and project leads then look at the same number.
Create an Income
ActionIn Make“Creates a revenue with entered values.”
Records a revenue line in Easy Project with the values you map. Each project then shows the money you expect next to what you plan to spend.
Create a Project
ActionIn Make“Creates a new project.”
Opens a new project in Easy Project from data that lives somewhere else, so nobody retypes a client name or a brief into a blank form.
Create a Task
ActionIn Make“Creates a task.”
Puts a task into Easy Project with the content you map from earlier modules. A request sent by email or by form becomes a to-do someone can own.
Create a Time Entry
ActionIn Make“Creates a time entry.”
Logs hours in Easy Project on behalf of your team, which spares a second round of typing when time is already tracked in another app.
Delete an Expense
ActionIn Make“Removes an expense from a project or task.”
Removes an expense attached to a project or a task in Easy Project. Useful when a planned cost is cancelled at the source and the budget should follow.
Delete an Income
ActionIn Make“Removes a revenue from project or task.”
Takes a revenue line off a project or a task, so a lost deal stops showing up as money on the way in your Easy Project figures.
Delete a Project
ActionIn Make“Removes the project.”
Removes a whole project from Easy Project. It is the heaviest module of the set, meant for cleanup when a project should never have existed.
Delete a Task
ActionIn Make“Removes a task.”
Removes a single task from Easy Project, which keeps boards readable when requests are withdrawn at the source.
Delete a Time Entry
ActionIn Make“Removes a time entry.”
Erases one time entry, the clean way to fix hours that were logged by mistake or imported twice by an earlier scenario.
Get an Expense
ActionIn Make“Retrieves data about an expense.”
Fetches the details of one expense, so the next modules can read its values instead of guessing them.
Get an Income
ActionIn Make“Retrieves data about an income.”
Reads one income from Easy Project and hands its data to the rest of the scenario, ready to be mapped into another app.
Get a Project
ActionIn Make“Retrieves data about a project.”
Pulls everything Make can read about one project, which lets a scenario that starts elsewhere enrich its message or document with project data.
Get a Task
ActionIn Make“Retrieves data about a task by ID.”
Retrieves one task by its ID, so the scenario works with its current state rather than an old copy sitting in another tool.
Get a Time Entry
ActionIn Make“Retrieves data about a time entry.”
Reads the detail of one logged time entry, handy when the scenario only received a reference and needs the whole record.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Opens the rest of the Easy Project API to your scenario, reusing the same connection, for anything the listed modules do not cover.
Update an Expense
ActionIn Make“Updates an expense by entered values.”
Changes the values of an existing expense, which keeps the planned budget in line when a supplier revises a quote.
Update an Income
ActionIn Make“Updates a revenue by entered values.”
Rewrites a revenue line with the values you map, so a renegotiated amount reaches Easy Project without anyone opening the project.
Update a Project
ActionIn Make“Updates a project by entered values.”
Edits an existing project in Easy Project, the way to keep its details aligned with what changes in your CRM or your contract tool.
Update a Task
ActionIn Make“Updates a task by entered values.”
Modifies a task that already exists, so its content follows what happens in the tools around Easy Project.
Update a Time Entry
ActionIn Make“Updates a time entry by entered values.”
Corrects the values of a logged time entry, which saves a manual fix when the hours were right in the source tool but wrong in Easy Project.
List Expenses
SearchIn Make“Retrieves all planned expenses for all projects.”
Brings back every planned expense across all projects, one bundle per expense, which is the raw material of a budget report.
List Incomes
SearchIn Make“Retrieves all planned or real incomes for all projects.”
Returns planned and real incomes for all projects, so revenue can be compared with what was expected without exporting anything by hand.
List Projects
SearchIn Make“Retrieves all projects.”
Gets you all projects from Easy Project as separate bundles, a good starting point for any bulk check or sync.
List Tasks
SearchIn Make“Retrieves all tasks for all projects.”
Pulls tasks from every project at once, which saves opening each project when you need the full to-do picture.
List Time Entries
SearchIn Make“Retrieves all time entries for all projects and issues.”
Collects the time entries of all projects and issues, the base for timesheets, utilization reports or billing exports.
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