Resources · Make integration

Egnyte Make integrationAutomate Egnyte with Make.

Can your Egnyte folders, users and tasks run on their own? The Egnyte Make integration brings 86 modules: 7 triggers, 60 actions and 19 searches. Written for IT and operations teams, this guide takes you from the connection to a first live scenario.

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What you can automate

What can the Egnyte Make integration automate?

The Egnyte Make integration links your Egnyte account to Make, a visual tool where you build a scenario: the automation itself, drawn as a chain of modules. Each module is one brick of that chain, a trigger that watches Egnyte, an action that changes something, or a search that finds files, users or reports. You click and map fields; nobody writes code.

Client deliveries that share themselves. Watch Files spots a new file in a delivery folder, Create a File Link turns it into a public link, and the next module sends that link to the client through your email tool.

Onboarding without tickets. When HR confirms a hire in its own software, Create a User opens the Egnyte account and Add a User to a Group places the newcomer in the right team.

Audit reports on request. Create a Permission Audit Report asks Egnyte for the report, Check Audit Report Generation Status tells you when it is ready, and Get a Permissions Audit Report brings the data back for a spreadsheet.

The Make documentation for Egnyte gives a single figure: Delete Items from Trash and Restore Items from Trash handle up to 10 items at a time. Anything the 86 modules leave out can go through Make an API Call, which reuses the same connection. Egnyte may also be available as an n8n node; the n8n vs Make comparison lays out both tools, the Make training teaches the editor from scratch, and Make pricing answers the budget question.

Connect

How do you connect Egnyte to Make?

  1. 01

    Add an Egnyte module

    Open your scenario, add any Egnyte module and click Create a connection. A connection is your Egnyte account linked to Make once, then reused by every Egnyte module you add. Have an active Egnyte account and an API key ready.

  2. 02

    Name the connection

    The Connection name field is optional. A clear label such as “Egnyte legal” still pays off the day you link a second Egnyte account and need to tell them apart in the module settings.

  3. 03

    Paste your credentials

    Enter the credentials copied from Egnyte, or follow the on-screen instructions. For your own OAuth app, open Applications in the Egnyte developer dashboard, click Create a New Application, enter your domain, then copy the Client ID and Client secret.

First scenario

Your first scenario: a review task for every new file

GoalWhen a file is added or changed in an Egnyte folder, Make creates a review task on it for a teammate.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the +. Search for Egnyte and choose Watch Files as the first module.

  2. 02

    Connect and pick the folder

    Click Create a connection and link your account. Make then lists the Egnyte folders it can read, so select the one where incoming documents land.

  3. 03

    Add the task

    Click the + to the right of Watch Files and add Create a Task. Map the file coming from the trigger and point the task at the user who reviews it.

  4. 04

    Test with Run once

    Drop a sample file in the folder and click Run once. Open the bubble above each module to read its bundles: the file found, then the task created.

  5. 05

    Schedule and switch on

    Open the clock on Watch Files, keep the default of every 15 minutes or change it, then switch the scenario on. New and changed files now turn into review tasks by themselves.

Triggers

What can start an Egnyte scenario?

7 modules start a scenario when something happens in Egnyte. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Egnyte as soon as it happens.

Egnyte1Watch Bookmarks

Watch Bookmarks

Scheduled trigger

In MakeTriggers when a new bookmark is created.

Watch Bookmarks starts your scenario each time a new bookmark is created on an Egnyte folder, so a simple click in Egnyte becomes a signal for work elsewhere. Every new bookmark reaches Make as one bundle, the item handed from one module to the next.

How it fires
scheduled. Make checks Egnyte on the scenario's schedule, every 15 minutes by default on a new scenario.
When to use it
a project lead bookmarks a client folder and you want the folder listed in your project board or announced in the team chat.
Watch out
it is built for new bookmarks, so removing one does not start anything.
Egnyte2Watch Events

Watch Events

Scheduled trigger

In MakeTriggers when a new event happen.

Watch Events collects the new events recorded on your Egnyte domain and hands each one to your scenario, a simple way to keep a trace of activity outside Egnyte.

How it fires
scheduled. Make asks Egnyte for new events on the scenario's schedule, every 15 minutes by default.
When to use it
you want an activity log in a spreadsheet, or a message in the IT channel when something moves in a shared space, and a short delay does not matter.
Watch out
an instant version exists, Watch Events (webhook); keep this one when you prefer Make to fetch events at the pace you set.
Egnyte3Watch Events (webhook)

Watch Events (webhook)

Instant trigger

In MakeTriggers when a new event is created.

Watch Events (webhook) receives Egnyte events as they happen, so your scenario reacts while the action is still fresh in everyone's mind.

How it fires
instant. Egnyte calls Make through a webhook, a direct message from the app to your scenario, as soon as a new event is created.
When to use it
a sensitive folder changes and the security lead should hear about it at once, not at the next scheduled check.
Watch out
when you add this module, click Create a webhook first and only then Create a connection, as the Make documentation asks. It is the only instant trigger of the app.
Egnyte4Watch Files

Watch Files

Scheduled trigger

In MakeTriggers when a new file is added or existing modified in a specific folder.

Watch Files keeps an eye on one Egnyte folder and starts your scenario when a file is added there or an existing file is modified.

How it fires
scheduled. Make looks at the folder on the scenario's schedule, every 15 minutes by default, and never more often than every 15 minutes on the Free plan.
When to use it
a shared “Incoming” folder where partners drop quotes, contracts or site photos that need someone to act.
Watch out
a modified file counts too, so a document edited several times can start the scenario more than once; keep that in mind before creating tasks or links.
Egnyte5Watch Groups

Watch Groups

Scheduled trigger

In MakeTriggers when a new group was added.

Watch Groups notices each new group added to Egnyte and passes it to your scenario as a bundle, ready to be logged or shared with the people who manage access.

How it fires
scheduled. Make checks Egnyte on the scenario's schedule, every 15 minutes by default.
When to use it
IT keeps an inventory sheet of groups and wants each new one written there, or posted to the admin channel, without asking whoever created it.
Watch out
it reacts to additions; changes to an existing group, such as a rename, are outside what it watches.
Egnyte6Watch Tasks

Watch Tasks

Scheduled trigger

In MakeTriggers when a new task is created.

Each new Egnyte task can open a scenario through Watch Tasks, which is how file reviews reach the tools your team actually checks during the day.

How it fires
scheduled. Make looks for new tasks on the scenario's schedule, every 15 minutes by default.
When to use it
copy every new task onto your project board, or send the assignee a direct message with the file concerned.
Watch out
it catches new tasks only; to follow a task once it exists, read it later with Get a Task or list them with List Tasks.
Egnyte7Watch Users

Watch Users

Scheduled trigger

In MakeTriggers when a new user is added.

Watch Users spots every new user added to Egnyte, a natural starting point for the rest of an onboarding once the account exists.

How it fires
scheduled. Make checks Egnyte on the scenario's schedule, every 15 minutes by default on a new scenario.
When to use it
a new account appears and the welcome email, the group membership and the IT checklist should follow without anyone stepping in.
Watch out
the account has to be created in Egnyte first; if HR software is your source of truth, start the scenario there and use Create a User instead.
Modules

What does each Egnyte module do?

Egnyte gives you 79 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Egnyte1

Add a User to a Group

Action

In MakeAdds a user to a group.

Add a User to a Group places an existing Egnyte user inside a group, so team membership in Egnyte follows what your other tools already know.

When to use it
right after Create a User in an onboarding scenario, or when a freelancer joins a client account team in your CRM.
Watch out
both the user and the group must already exist; chain Get a User or List Groups first if you only start from a name.
Egnyte2

Change a Task Status

Action

In MakeChanges status of a specific task.

Change a Task Status moves an Egnyte task forward without anyone opening the file, which keeps the task list accurate when the real work happens in another tool.

When to use it
a contract gets signed in your e-signature tool and the review task on the draft should be closed.
Watch out
the scenario needs the task itself, so pair this module with Watch Tasks or List Tasks upstream.
Egnyte3

Check Audit Report Generation Status

Action

In MakeChecks status of a requested audit report generation.

After you request an audit report, Check Audit Report Generation Status tells your scenario whether Egnyte has finished preparing it.

When to use it
between a Create module, such as Create a File Audit Report, and the matching Get module, so you only read data that exists.
Watch out
a report still in progress means the scenario must check again before reading; plan that second pass instead of fetching straight away.
Egnyte4

Copy File

Action

In MakeCopies file to new folder.

Copy File leaves the original in place and puts a duplicate in another folder, handy when two teams each need the same document in their own space.

When to use it
a signed quote lands in the Sales folder and Finance needs its own copy to prepare the invoice.
Watch out
you end up with two files to maintain; if only one should remain, Move File is the right module.
Egnyte5

Copy Folder

Action

In MakeCopies folder.

Copy Folder duplicates a whole folder, which turns a well-built template into a ready structure for every new project or client.

When to use it
a client signs in your CRM and the standard tree of contracts, briefs and deliverables should appear under the client's name.
Watch out
keep the template folder clean, since anything left inside it is copied for every client.
Egnyte6

Create a Bookmark

Action

In MakeCreates a new bookmark on a folder.

Create a Bookmark bookmarks an Egnyte folder, so the right place is one click away the next time someone opens Egnyte.

When to use it
Copy Folder has just built a new project space and the project lead should find it without searching the tree.
Watch out
bookmarks sit on folders, not files; to point someone at a single document, Create a File Link fits better.
Egnyte7

Create a Comment

Action

In MakeCreates a new comment on a file.

Create a Comment writes a comment on an Egnyte file, putting context where people read the document instead of in a separate email thread.

When to use it
a manager approves a document through your form tool and the decision should be noted on the file itself.
Watch out
each run adds a new comment, so a scenario that fires twice on the same file leaves two notes.
Egnyte8

Create a File Audit Report

Action

In MakeCreates a file audit report.

Create a File Audit Report asks Egnyte to prepare a report on file activity, the first step whenever compliance wants a trace it can file away.

When to use it
an internal audit request arrives through a form and the report should start without IT stepping in.
Watch out
this module only requests the report; follow it with Check Audit Report Generation Status, then Get a File Audit Report to read the data.
Egnyte10

Create a Folder

Action

In MakeCreates a new folder.

Create a Folder adds a new folder in Egnyte, so each deal, hire or ticket gets its own tidy space without anyone clicking through the tree.

When to use it
a deal is marked won in your CRM and the client needs a folder named after the company.
Watch out
if the scenario can run twice for one client, look the folder up with Search Files and Folders before creating it.
Egnyte12

Create a Group

Action

In MakeCreates a group.

Create a Group sets up a new Egnyte group, the building block for handling a whole team in one move rather than person by person.

When to use it
a new department or client team appears in your HR or project tool and needs a matching group in Egnyte.
Watch out
creating the group is half the job; Add a User to a Group and Set Folder Permissions finish it.
Egnyte13

Create a Group Provisioning Audit Report

Action

In MakeCreates a group provisioning audit report.

Create a Group Provisioning Audit Report requests the group provisioning audit from Egnyte, the report IT reaches for when an auditor questions how teams are organized.

When to use it
ahead of a compliance review, or when a security ticket asks for a record on groups.
Watch out
like every Create report module, it only launches the report; read the result later with Get a Group Provisioning Audit.
Egnyte14

Create a Metadata Key

Action

In MakeAdds a metadata key to an existing namespace.

Create a Metadata Key adds a new custom field to an existing namespace, which is the Egnyte name for a set of custom metadata fields.

When to use it
your contract process gains a new piece of information, such as a renewal owner, and files should be able to carry it.
Watch out
the namespace has to exist first; create it with Create a Namespace if your domain has none yet.
Egnyte15

Create a Namespace

Action

In MakeCreates a namespace of custom metadata fields for a domain.

Create a Namespace defines a fresh set of custom metadata fields for your Egnyte domain, so files and folders can carry the labels your business really uses.

When to use it
you introduce a new document type, such as supplier contracts, and want dedicated fields for it.
Watch out
this is setup work; most scenarios create the namespace once, then write on files with Set Values for a Namespace.
Egnyte16

Create a Permission Audit Report

Action

In MakeCreates a permission audit report.

Create a Permission Audit Report starts a report on permissions, a clean way to answer “who can open what” without clicking through every folder.

When to use it
someone leaves the company, or a client project closes, and you want a record of access at that moment.
Watch out
the data arrives later; check readiness with Check Audit Report Generation Status, then read it with Get a Permissions Audit Report.
Egnyte17

Create a Task

Action

In MakeCreates a new file-related task for a user.

Create a Task gives an Egnyte user a task tied to a file, so a review or an approval sits right next to the document concerned.

When to use it
Watch Files spots a new contract draft and the legal team should get a review task on it.
Watch out
tasks belong to files, so the scenario needs a file from an earlier module before this one can do its job.
Egnyte18

Create a User

Action

In MakeCreates a new user.

Create a User opens an Egnyte account for a new person, removing one manual step from every onboarding.

When to use it
HR marks a hire as confirmed in its own software and the Egnyte account should be ready before the first day.
Watch out
run Get a User or List Users first when the person may already have an account, so a returning employee is not created twice.
Egnyte19

Create a User Provisioning Audit Report

Action

In MakeCreates a user provisioning audit report.

Create a User Provisioning Audit Report asks Egnyte for the user provisioning audit of your domain, useful when security wants a trail of the accounts on file.

When to use it
an access review is due and IT prefers to launch the report from a ticket rather than by hand.
Watch out
the report is not in this module's output; read it with Get a User Provisioning Audit once it is ready.
Egnyte20

Delete a Bookmark

Action

In MakeDeletes a specific bookmark.

Delete a Bookmark removes one bookmark, keeping Egnyte shortcuts in line with the projects that are still active.

When to use it
a project is archived in your management tool and its folder should leave the bookmarks.
Watch out
the scenario must know the exact bookmark; find it with List Bookmarks, keep only the one for that folder, then delete.
Egnyte21

Delete a Comment

Action

In MakeDeletes a specific comment.

Delete a Comment takes a specific comment off an Egnyte file, useful for cleaning up automated notes that are no longer true.

When to use it
your scenario posted a “waiting for approval” comment and the approval has just come through.
Watch out
identify the comment first with List Comments or Get a Comment; a deleted comment does not come back.
Egnyte22

Delete a File

Action

In MakeDeletes a file.

Delete a File removes a file from Egnyte inside your scenario, the clean-up step once a document has been copied, archived or replaced.

When to use it
a temporary export was uploaded for processing and has served its purpose.
Watch out
test with Run once on a dummy file first; a wrong mapping deletes the wrong document.
Egnyte23

Delete a Folder

Action

In MakeDeletes a folder.

Delete a Folder removes an entire Egnyte folder, which is how a scenario closes a temporary workspace for good.

When to use it
an event or a short project is over and its drop folder has already been archived elsewhere.
Watch out
everything inside goes with the folder; make sure only the intended folder reaches this module, and test on an empty one.
Egnyte24

Delete a Group

Action

In MakeRemoves a group.

Delete a Group removes a group from Egnyte, keeping the group list aligned with how the company is really organized.

When to use it
a client account closes or two departments merge, and the old group has no reason to stay.
Watch out
look at the members first with Get a Group, since everyone inside loses that membership at once.
Egnyte26

Delete a Metadata Key

Action

In MakeDeletes a metadata key from an existing namespace.

Delete a Metadata Key removes one custom field from a namespace, the tidy-up move when a field no longer serves your process.

When to use it
a field added for a past migration is now empty everywhere and only confuses people filling metadata.
Watch out
this changes the structure for every file, not one; check with Get a Namespace which keys remain before you run it.
Egnyte27

Delete a Namespace

Action

In MakeDeletes a specified namespace.

Delete a Namespace removes a whole set of custom metadata fields from your domain, a heavier move than deleting a single key.

When to use it
a document type you tracked with its own fields has been retired for good.
Watch out
read the namespace with Get a Namespace before deleting it, and keep this module out of unattended scenarios unless the rule is clear.
Egnyte28

Delete an Audit Report

Action

In MakeDeletes an existing audit report.

Delete an Audit Report removes a report you no longer need, which keeps the list of generated reports short and easy to scan.

When to use it
at the end of an audit flow, once the data has been read with a Get module and saved in a spreadsheet.
Watch out
only delete after the data is safely stored elsewhere; the report does not return.
Egnyte29

Delete a Task

Action

In MakeDeletes a specific task.

Delete a Task clears a task from Egnyte, the right call when the work it described was cancelled rather than done.

When to use it
a deal falls through in your CRM and the review task on its draft contract no longer makes sense.
Watch out
for work that was actually finished, Change a Task Status keeps the record, whereas deleting wipes it.
Egnyte30

Delete a User

Action

In MakeRemoves a user.

Delete a User removes a person from Egnyte, the closing step of an offboarding that should not depend on someone remembering it.

When to use it
HR records a departure and the Egnyte account must go at the same time as the other tools.
Watch out
if you need a trace of what the person could open, run Create a Permission Audit Report before this module.
Egnyte31

Delete Items from Trash

Action

In MakePermanently remove up to 10 specified files, folders, and versions from your account's trash.

Delete Items from Trash wipes chosen files, folders or versions out of the Egnyte trash for good, up to 10 items each time the module runs.

When to use it
documents covered by a data deletion request must disappear completely, not sit in the trash.
Watch out
nothing comes back after this module; List Trash Files lets you check what you are about to remove.
Egnyte32

Download File

Action

In MakeDownloads a file.

Download File brings the content of an Egnyte file into your scenario, so the next module can attach it to an email, send it for signature or push it to another storage.

When to use it
a new invoice appears in Egnyte and your accounting tool needs the file itself, not a link.
Watch out
on the Free plan, Make handles files up to 5 MB, so check the size of your heaviest documents before building on it.
Egnyte33

Get a Bookmark

Action

In MakeGets the details for a specific bookmark.

Get a Bookmark reads the details of one bookmark, so your scenario knows exactly what it points to before acting on it.

When to use it
Watch Bookmarks returns a new bookmark and you want its full details before notifying the folder owner.
Watch out
it reads a single bookmark; to go through all of them, List Bookmarks is the search to use.
Egnyte34

Get a Comment

Action

In MakeGets details for a specific comment.

Get a Comment fetches one comment in full, handy when a later step needs exactly what was written on the file.

When to use it
a remark left on a contract should be copied into the note of the matching deal in your CRM.
Watch out
the scenario must know which comment to read; List Comments on the file gives you that first.
Egnyte35

Get a Group

Action

In MakeThis endpoint is used to see which users are in the group and view group attributes.

Get a Group shows who belongs to an Egnyte group, along with the group's attributes, a quick check on a team before you touch its access.

When to use it
before Delete a Group, or to send the member list of a client team to the project manager.
Watch out
it reads one group; List Groups is the search when you need to find it first.
Egnyte37

Get a Namespace

Action

In MakeLists all custom metadata keys that have been created in a given namespace.

Get a Namespace lists every custom metadata key defined in a namespace, the reference to check before writing values on files.

When to use it
a scenario maps form answers to metadata and should confirm which keys exist before writing.
Watch out
it describes the fields, not the values on a given file; for those, use Get Values for a Namespace.
Egnyte38

Get a Task

Action

In MakeGet the details for a specific task.

Get a Task pulls the details of one Egnyte task, so a scenario can react to where that task stands right now.

When to use it
a reminder flow checks a review task before chasing the assignee in your chat tool.
Watch out
the scenario needs the task first; Watch Tasks or List Tasks usually hands it over.
Egnyte39

Get a User

Action

In MakeRetrieves a single user.

Get a User retrieves one Egnyte user, the lookup step that turns a person into data your next modules can reuse.

When to use it
before Add a User to a Group, or to confirm an account exists before creating a new one.
Watch out
it returns a single user; when you only know part of the details, List Users is the better search.
Egnyte40

Get File's Info

Action

In MakeRetrieves details about specific file.

Get File's Info returns the details of one Egnyte file, so your scenario can decide what to do with it before downloading anything.

When to use it
Watch Files reports a changed file and you want its details to route it to the right team.
Watch out
it reads information, not content; use Download File when the next step needs the file itself.
Egnyte41

Get Folder Permissions

Action

In MakeRetrieves permission of a specific folder.

Shows who holds which permission on one Egnyte folder, so a scenario can read access rights before it shares or moves anything inside.

When to use it
a client folder is about to receive a public link and you want the scenario to check which users and groups already reach it.
Watch out
this module only reads; changing an entry is the job of Set Folder Permissions.
Egnyte42

Get Folder's Info

Action

In MakeRetrieves details about specific folder.

Returns the details Egnyte keeps about a single folder, handed to the next module as one bundle (one item passed along the scenario) you can map into any field.

When to use it
a trigger gives you a folder path and the following step needs more than the path, for example to write the folder details into a tracking sheet.
Watch out
for the files inside the folder, pick List Files/Subfolders in a Folder instead.
Egnyte43

Get Total Trash Count

Action

In MakeThis endpoint is used to list the total count of the trash in your domain.

Gives a single figure: how many items currently sit in the trash across your Egnyte domain. Handy as a quick health check without pulling the whole list.

When to use it
before an admin cleanup, count first and only continue to List Trash Files or Delete Items from Trash when the figure is above zero.
Watch out
it returns a count, not the items, so a filter after it is the natural next step.
Egnyte44

Get Values for a Namespace

Action

In MakeReturns the metadata values for a given namespace for a file or folder.

Reads the custom metadata values stored on one file or folder for a chosen namespace (a named set of metadata keys in Egnyte), so the scenario can route the item by its tags.

When to use it
contracts carry a status value in a namespace and the scenario must decide where to send each file based on that value.
Watch out
the namespace has to exist first; List Namespaces shows which ones your domain holds.
Egnyte45

Lock a File

Action

In MakeLocks a file.

Puts a lock on an Egnyte file from inside the scenario, which is useful when a document enters a step where nobody should touch it.

When to use it
a signed agreement lands in its final folder and the scenario locks it right after the move.
Watch out
plan the matching Unlock a File step in the same flow or in a companion scenario.
Egnyte46

Make an API Call

Action

In MakePerforms an arbitrary authorized API call.

Opens any endpoint of the Egnyte API from your scenario while reusing the connection (your Egnyte account linked to Make once) you already created for the other modules.

When to use it
the action you need is not among the 86 listed modules, and the Egnyte API documentation describes the request.
Watch out
you build the request yourself, so read the Egnyte API reference for the path and body before your first Run once.
Egnyte47

Modify Folder Options

Action

In MakeModifies the options for folder.

Changes the settings of an existing Egnyte folder without recreating it, so a folder can switch behavior as the project behind it evolves.

When to use it
a project closes in your project tool and its Egnyte folder should get different options from that moment on.
Watch out
try the new options on a test folder with Run once before pointing the module at live client folders.
Egnyte48

Move File

Action

In MakeMoves a file to new folder.

Takes one file out of its current folder and drops it into another, which turns a folder into a simple status board: to process, processed, archived.

When to use it
Watch Files spots a new invoice in an inbox folder and, once the data is extracted, the scenario files it away.
Watch out
the file leaves its source; if the original must stay where it is, Copy File is the safer pick.
Egnyte49

Move Folder

Action

In MakeMoves folder.

Relocates a whole folder, with everything in it, to a new place in your Egnyte tree in one operation (one run of one module, the unit Make counts).

When to use it
a deal is marked lost in the CRM and the matching client folder should go from the active area to an archive area.
Watch out
everything inside travels with the folder, so try the module on a sample folder with Run once before using it on real client folders.
Egnyte50

Remove a User from a Group

Action

In MakeRemoves a user from a group.

Takes one user out of an Egnyte group, which removes the access that group membership gave them without deleting the account.

When to use it
someone changes team in your HR tool and should lose the folders of the former team while keeping Egnyte.
Watch out
the user may still reach folders through direct permissions; Get Folder Permissions tells you whether another step is needed.
Egnyte51

Rename a Group

Action

In MakeRenames a group.

Gives an existing Egnyte group a new name while its members and permissions stay in place, so nothing has to be rebuilt.

When to use it
a department is renamed in your directory and the group name in Egnyte should follow automatically.
Watch out
if another scenario looks groups up by name, update its filter at the same time so both keep matching the renamed group.
Egnyte52

Restore Items from Trash

Action

In MakeRetrieves up 10 specified files, folders, and versions from the trash.

Brings files, folders or versions back from the Egnyte trash, up to 10 items in a single call, so an accidental deletion can be undone by the scenario.

When to use it
after List Trash Files, a filter keeps only the items of one project and this module puts them back.
Watch out
past 10 items, split the list and run the module once per group of items.
Egnyte53

Set Folder Permissions

Action

In MakeSets new perimissions entries for users or groups on a given folder.

Writes new permission entries for users or groups on one folder, which lets the scenario grant access at the exact moment it becomes needed.

When to use it
a new client folder is created and the account team group should receive its access in the same run.
Watch out
a wrong entry opens a folder to the wrong people; read the result with Get Folder Permissions during your Run once test.
Egnyte54

Set Values for a Namespace

Action

In MakeSets a metadata values for given namespace for a file or folder.

Stamps metadata values on a file or folder inside a chosen namespace, so later searches and filters can find it by those values.

When to use it
an uploaded contract gets its client name and status written as metadata right after Upload a File.
Watch out
the keys must already exist in the namespace; add a missing one with Create a Metadata Key before this step runs.
Egnyte55

Unlock a File

Action

In MakeUnlocks a file.

Releases the lock on an Egnyte file so people can work on it again, closing the loop opened by Lock a File.

When to use it
a review task is marked completed and the reviewed document should become editable for the team again.
Watch out
place it after the step that confirms the work is over; unlocking too early defeats the purpose of the lock.
Egnyte56

Update a Task

Action

In MakeEdits a specific task.

Edits an existing file task in Egnyte, so the task stays in line with what happens in your other tools.

When to use it
a deadline moves in your project tool and the Egnyte task tied to the deliverable should carry the same change.
Watch out
for a simple status switch, Change a Task Status is lighter; keep this module for edits to the task itself.
Egnyte57

Update a User

Action

In MakeUpdates a user.

Changes the profile of an existing Egnyte user from the scenario, keeping the account in step with your source of truth for people.

When to use it
a job title or email changes in your HR system and Egnyte should reflect it without an admin retyping it.
Watch out
find the right user first with List Users or Get a User; updating the wrong account is easy when names repeat.
Egnyte58

Update Namespace Attributes

Action

In MakeUpdates the namespace scope or name of a custom metadata for a domain.

Adjusts the name or the scope of a custom metadata namespace for your domain, leaving its keys untouched.

When to use it
a namespace built for one team now serves the whole company, and its name and scope should say so.
Watch out
this changes the container, not the fields inside; the key definitions are handled by Update Namespace Keys.
Egnyte59

Update Namespace Keys

Action

In MakeUpdates the key definitions of a namespace of custom metadata fields for a domain.

Rewrites the key definitions of a namespace, meaning the custom metadata fields files and folders can carry in your domain.

When to use it
a new review stage appears in your process and the status key of the namespace must accept it.
Watch out
every file tagged with that namespace depends on these keys; try the change on a test namespace before the live one.
Egnyte60

Upload a File

Action

In MakeCreates or updates a file.

Creates a file in Egnyte from data another module passes along, or updates it when it already exists, so documents produced elsewhere land in the right folder.

When to use it
an email attachment or a generated PDF should be stored in the client folder the moment it appears.
Watch out
on the Free plan, Make handles files up to 5 MB, so check the size of your heaviest documents before relying on this step.
Egnyte61

Create a Login Audit Report

Search

In MakeCreates a login audit report.

Asks Egnyte to build a report of logins on your domain; Make classes this module as a search, so it hands back what Egnyte returns as bundles.

When to use it
a security review starts and the scenario prepares the login report before anyone asks for it.
Watch out
this step only requests the report; Check Audit Report Generation Status and then Get a Login Audit Report complete the chain.
Egnyte62

Get a File Audit Report

Search

In MakeReturns file audit report data.

Pulls the data of a file audit report that already exists, as bundles your scenario can filter, count or write to a spreadsheet.

When to use it
the report requested with Create a File Audit Report is ready and its rows should reach the compliance team.
Watch out
a search can return zero, one or many bundles; add an aggregator if the next module expects one single table.
Egnyte63

Get a Group Provisioning Audit

Search

In MakeReturns group provisioning audit report data.

Retrieves the rows of a group provisioning audit, in other words the trace of group changes, so they can be archived outside Egnyte.

When to use it
an auditor wants the history of group creations and removals exported to a shared sheet.
Watch out
the report has to be generated first with Create a Group Provisioning Audit Report; this module only reads it.
Egnyte64

Get a Login Audit Report

Search

In MakeReturns login audit report data.

Returns the login report data Egnyte generated, one bundle per entry, ready to be sorted or sent where your security team works.

When to use it
after Create a Login Audit Report, the scenario collects the result and posts a digest to your chat tool.
Watch out
each bundle the next modules process costs operations, so filter early when the report is large.
Egnyte65

Get a Permissions Audit Report

Search

In MakeReturns permission audit report data.

Reads the content of a permission audit report so you can review who received access to what, outside the Egnyte admin console.

When to use it
an access review before an audit needs the report pasted into a spreadsheet the managers can annotate.
Watch out
generate it beforehand with Create a Permission Audit Report and confirm it is ready with Check Audit Report Generation Status.
Egnyte66

Get a User Provisioning Audit

Search

In MakeReturns user provisioning audit report data.

Delivers the data of a user provisioning audit: the record of accounts added, changed or removed, turned into bundles Make can route.

When to use it
the IT team compares Egnyte account changes with the arrivals and departures listed in the HR tool.
Watch out
it reads an existing report only; Create a User Provisioning Audit Report must run before it.
Egnyte67

List Bookmarks

Search

In MakeLists all bookmarks for the authenticated user.

Brings back every bookmark of the user behind the connection, which gives a scenario the list of folders that person follows.

When to use it
you want a personal dashboard sheet of followed folders, rebuilt whenever a bookmark changes.
Watch out
the list belongs to the connected account only; bookmarks of colleagues stay out of reach unless they connect their own account.
Egnyte68

List Comments

Search

In MakeLists all comments for a given file. Administrators can also send a request with no parameters to list all of the comments for that domain.

Gathers the comments left on a file; an administrator can also call it with no parameter to get every comment across the domain.

When to use it
feedback on a draft should be copied into your project tool so nobody has to open Egnyte to read it.
Watch out
the domain-wide mode can return a lot of bundles, each one costing operations further down the scenario.
Egnyte69

List Events

Search

In MakeLists all events.

Fetches Egnyte events on demand, as opposed to Watch Events, which waits for new ones; this is the module for looking back.

When to use it
a scenario started from a form or a webhook needs the recent activity of the domain to build a report.
Watch out
to react to new events, pick a trigger instead of repeating this search: Watch Events on the scenario's schedule, or Watch Events (webhook) to hear about them as soon as they happen.
Egnyte70

List Files/Subfolders in a Folder

Search

In MakeLists all files/subfolders in a specific folder.

Opens one folder and returns its content, files and subfolders alike, each as its own bundle for the next module.

When to use it
a project closes and every document of its folder should be copied to an archive or listed in a handover sheet.
Watch out
subfolders come back mixed with files; a filter on the item type keeps the rest of the flow clean.
Egnyte71

List Groups

Search

In MakeLists all the groups in your domain.

Returns all the groups of your Egnyte domain, which is the starting point for any scenario that audits or syncs team access.

When to use it
groups in Egnyte should be compared with the teams in your directory to spot the ones nobody maintains.
Watch out
to see who belongs to one group, follow with Get a Group for that specific entry.
Egnyte73

List Namespaces

Search

In MakeLists all custom metadata namespaces in the domain.

Shows every custom metadata namespace defined in your domain, so a builder can see what metadata exists before writing any.

When to use it
you design a tagging scenario and need to know whether a suitable namespace already exists.
Watch out
it returns namespaces, not their keys; Get a Namespace lists the keys of one of them.
Egnyte74

List Recent Files

Search

In MakeThis endpoint is used to list all recent files for the authenticated user.

Returns the files the connected user worked on recently, a quick way to rebuild a personal activity feed outside Egnyte.

When to use it
a consultant wants the documents touched recently listed in their timesheet tool to fill in their hours.
Watch out
the list follows the connected account only; to track a whole folder, Watch Files is the better trigger.
Egnyte75

List Tasks

Search

In MakeLists all tasks for a given file, or all tasks created by (or assigned to) the user issuing the API request.

Pulls the tasks of a given file, or every task the connected user created or received, depending on what you ask.

When to use it
a digest of open review tasks should reach each owner by email or chat, sent by a scenario started on demand.
Watch out
the scope depends on the connected user; a task between two other people will not show up.
Egnyte76

List Trash Files

Search

In MakeLists all of the contents of the trash in your domain.

Lists what sits in the Egnyte trash of your domain, item by item, so a scenario can decide what to restore and what to purge.

When to use it
an admin wants a sheet of deleted items with their names before emptying anything.
Watch out
Restore Items from Trash and Delete Items from Trash accept up to 10 items per call, so group the results before passing them on.
Egnyte77

List Users

Search

In MakeRetrieves all, or a chosen subset, of users.

Retrieves the users of your domain, all of them or a chosen subset, and returns one bundle per person.

When to use it
the scenario must find the account of a leaver in Egnyte before removing their groups or updating their profile.
Watch out
on a large domain, narrow the subset rather than pulling everyone, since every bundle processed afterwards counts as an operation.
Egnyte78

Search Files and Folders

Search

In MakeFinds content stored in Egnyte based on filenames, metadata, and text content.

Looks through your Egnyte content by file name, metadata or the text inside documents, and returns every match it finds.

When to use it
a client number arrives from your CRM and the scenario has to locate every document that mentions it.
Watch out
a search may return nothing; add a filter so the scenario handles the empty case instead of failing.
Egnyte79

Search Metadata

Search

In MakeFind items that have a specific metadata field or items that have a field that contains a specific value.

Finds items that carry a given metadata field, or items whose field holds a specific value, which is how tagged content becomes queryable.

When to use it
every contract tagged as pending signature should be collected to send one reminder per client.
Watch out
results depend on consistent tagging; pair it with Set Values for a Namespace upstream so new files get the right values.
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FAQ

Egnyte and Make: common questions

01Is the Egnyte Make integration free?
Yes. Egnyte is a standard app in Make, so its modules work on the Free plan. That plan allows 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution, 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, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one module processing one bundle. Your Egnyte subscription is separate and is not part of Make.
02What is needed to connect Egnyte to Make?
An active Egnyte account and an API key, the two prerequisites the documentation names. In Make, add an Egnyte module, click Create a connection, optionally fill the Connection name field, then paste the credentials copied from Egnyte. Teams using their own OAuth app create it under Applications in the Egnyte developer dashboard, enter their domain, for example mycompany.egnyte.com, and copy the Client ID and Client secret. If the first module is the instant Watch Events (webhook), click Create a webhook before creating the connection.
03Does the Egnyte trigger in Make react in real time?
It depends on the trigger. Watch Events (webhook) is the only instant one: Egnyte calls Make through a webhook as soon as a new event is created. The six others, Watch Bookmarks, Watch Events, Watch Files, Watch Groups, Watch Tasks and Watch Users, are scheduled. Make checks Egnyte on the scenario's schedule, every 15 minutes by default, with a floor of 15 minutes on the Free plan and 1 minute on paid plans. When speed matters most, build on the webhook version.
04What if an Egnyte module is missing in Make?
Use Make an API Call. It sends any request the Egnyte API accepts, with the connection you already have, so the 86 listed modules are not a ceiling. Before reaching for it, check the searches: Search Files and Folders and Search Metadata often cover what looks missing. For trash work, remember that Delete Items from Trash and Restore Items from Trash take up to 10 items at a time. The Make page on Egnyte also states it is AI-generated from the Egnyte documentation, so confirm critical details with Egnyte.
05Make or n8n for Egnyte?
It depends on your criteria. On Make, Egnyte comes with 86 ready modules in a visual editor, a Free plan to get started, and Make an API Call for the parts of the API not covered. Egnyte may also exist as an n8n node, so check that before choosing. Then compare the two on what counts for your case: whether the exact module you need exists, how runs are counted on your plan, and who on the team will maintain the automation. The n8n vs Make comparison on this site sets both tools side by side.