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 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.
How do you connect Egnyte to Make?
- 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.
- 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.
- 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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Watch Bookmarks
Scheduled triggerIn Make“Triggers 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.
Watch Events
Scheduled triggerIn Make“Triggers 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.
Watch Events (webhook)
Instant triggerIn Make“Triggers 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.
Watch Files
Scheduled triggerIn Make“Triggers 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.
Watch Groups
Scheduled triggerIn Make“Triggers 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.
Watch Tasks
Scheduled triggerIn Make“Triggers 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.
Watch Users
Scheduled triggerIn Make“Triggers 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.
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.
Modules index
- Add a User to a Group
- Change a Task Status
- Check Audit Report Generation Status
- Copy File
- Copy Folder
- Create a Bookmark
- Create a Comment
- Create a File Audit Report
- Create a File Link
- Create a Folder
- Create a Folder Link
- Create a Group
- Create a Group Provisioning Audit Report
- Create a Metadata Key
- Create a Namespace
- Create a Permission Audit Report
- Create a Task
- Create a User
- Create a User Provisioning Audit Report
- Delete a Bookmark
- Delete a Comment
- Delete a File
- Delete a Folder
- Delete a Group
- Delete a Link
- Delete a Metadata Key
- Delete a Namespace
- Delete an Audit Report
- Delete a Task
- Delete a User
- Delete Items from Trash
- Download File
- Get a Bookmark
- Get a Comment
- Get a Group
- Get a Link
- Get a Namespace
- Get a Task
- Get a User
- Get File's Info
- Get Folder Permissions
- Get Folder's Info
- Get Total Trash Count
- Get Values for a Namespace
- Lock a File
- Make an API Call
- Modify Folder Options
- Move File
- Move Folder
- Remove a User from a Group
- Rename a Group
- Restore Items from Trash
- Set Folder Permissions
- Set Values for a Namespace
- Unlock a File
- Update a Task
- Update a User
- Update Namespace Attributes
- Update Namespace Keys
- Upload a File
- Create a Login Audit Report
- Get a File Audit Report
- Get a Group Provisioning Audit
- Get a Login Audit Report
- Get a Permissions Audit Report
- Get a User Provisioning Audit
- List Bookmarks
- List Comments
- List Events
- List Files/Subfolders in a Folder
- List Groups
- List Links
- List Namespaces
- List Recent Files
- List Tasks
- List Trash Files
- List Users
- Search Files and Folders
- Search Metadata
Add a User to a Group
ActionIn Make“Adds 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.
Change a Task Status
ActionIn Make“Changes 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.
Check Audit Report Generation Status
ActionIn Make“Checks 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.
Copy File
ActionIn Make“Copies 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.
Copy Folder
ActionIn Make“Copies folder.”
Copy Folder duplicates a whole folder, which turns a well-built template into a ready structure for every new project or client.
Create a Bookmark
ActionIn Make“Creates 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.
Create a Comment
ActionIn Make“Creates 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.
Create a File Audit Report
ActionIn Make“Creates 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.
Create a File Link
ActionIn Make“Creates a public file link.”
Create a File Link turns an Egnyte file into a public link you can send to anyone, a quick way to deliver a document to a client or a supplier.
Create a Folder
ActionIn Make“Creates 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.
Create a Folder Link
ActionIn Make“Creates a public folder link.”
With Create a Folder Link, a whole Egnyte folder becomes a public link, so a partner opens every file inside from a single address.
Create a Group
ActionIn Make“Creates 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.
Create a Group Provisioning Audit Report
ActionIn Make“Creates 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.
Create a Metadata Key
ActionIn Make“Adds 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.
Create a Namespace
ActionIn Make“Creates 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.
Create a Permission Audit Report
ActionIn Make“Creates 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.
Create a Task
ActionIn Make“Creates 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.
Create a User
ActionIn Make“Creates a new user.”
Create a User opens an Egnyte account for a new person, removing one manual step from every onboarding.
Create a User Provisioning Audit Report
ActionIn Make“Creates 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.
Delete a Bookmark
ActionIn Make“Deletes a specific bookmark.”
Delete a Bookmark removes one bookmark, keeping Egnyte shortcuts in line with the projects that are still active.
Delete a Comment
ActionIn Make“Deletes 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.
Delete a File
ActionIn Make“Deletes 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.
Delete a Folder
ActionIn Make“Deletes a folder.”
Delete a Folder removes an entire Egnyte folder, which is how a scenario closes a temporary workspace for good.
Delete a Group
ActionIn Make“Removes a group.”
Delete a Group removes a group from Egnyte, keeping the group list aligned with how the company is really organized.
Delete a Link
ActionIn Make“Deletes a link.”
Delete a Link cuts a shared link, so the file or folder behind it can no longer be reached through that address.
Delete a Metadata Key
ActionIn Make“Deletes 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.
Delete a Namespace
ActionIn Make“Deletes 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.
Delete an Audit Report
ActionIn Make“Deletes 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.
Delete a Task
ActionIn Make“Deletes a specific task.”
Delete a Task clears a task from Egnyte, the right call when the work it described was cancelled rather than done.
Delete a User
ActionIn Make“Removes a user.”
Delete a User removes a person from Egnyte, the closing step of an offboarding that should not depend on someone remembering it.
Delete Items from Trash
ActionIn Make“Permanently 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.
Download File
ActionIn Make“Downloads 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.
Get a Bookmark
ActionIn Make“Gets 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.
Get a Comment
ActionIn Make“Gets 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.
Get a Group
ActionIn Make“This 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.
Get a Link
ActionIn Make“Shows link details.”
Get a Link returns the details of a shared link, so a scenario can check a link before sending it again or cutting it.
Get a Namespace
ActionIn Make“Lists 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.
Get a Task
ActionIn Make“Get 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.
Get a User
ActionIn Make“Retrieves a single user.”
Get a User retrieves one Egnyte user, the lookup step that turns a person into data your next modules can reuse.
Get File's Info
ActionIn Make“Retrieves 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.
Get Folder Permissions
ActionIn Make“Retrieves 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.
Get Folder's Info
ActionIn Make“Retrieves 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.
Get Total Trash Count
ActionIn Make“This 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.
Get Values for a Namespace
ActionIn Make“Returns 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.
Lock a File
ActionIn Make“Locks 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.
Make an API Call
ActionIn Make“Performs 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.
Modify Folder Options
ActionIn Make“Modifies 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.
Move File
ActionIn Make“Moves 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.
Move Folder
ActionIn Make“Moves 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).
Remove a User from a Group
ActionIn Make“Removes 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.
Rename a Group
ActionIn Make“Renames a group.”
Gives an existing Egnyte group a new name while its members and permissions stay in place, so nothing has to be rebuilt.
Restore Items from Trash
ActionIn Make“Retrieves 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.
Set Folder Permissions
ActionIn Make“Sets 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.
Set Values for a Namespace
ActionIn Make“Sets 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.
Unlock a File
ActionIn Make“Unlocks a file.”
Releases the lock on an Egnyte file so people can work on it again, closing the loop opened by Lock a File.
Update a Task
ActionIn Make“Edits a specific task.”
Edits an existing file task in Egnyte, so the task stays in line with what happens in your other tools.
Update a User
ActionIn Make“Updates 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.
Update Namespace Attributes
ActionIn Make“Updates 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.
Update Namespace Keys
ActionIn Make“Updates 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.
Upload a File
ActionIn Make“Creates 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.
Create a Login Audit Report
SearchIn Make“Creates 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.
Get a File Audit Report
SearchIn Make“Returns 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.
Get a Group Provisioning Audit
SearchIn Make“Returns 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.
Get a Login Audit Report
SearchIn Make“Returns 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.
Get a Permissions Audit Report
SearchIn Make“Returns 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.
Get a User Provisioning Audit
SearchIn Make“Returns 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.
List Bookmarks
SearchIn Make“Lists 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.
List Comments
SearchIn Make“Lists 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.
List Events
SearchIn Make“Lists all events.”
Fetches Egnyte events on demand, as opposed to Watch Events, which waits for new ones; this is the module for looking back.
List Files/Subfolders in a Folder
SearchIn Make“Lists 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.
List Groups
SearchIn Make“Lists 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.
List Links
SearchIn Make“Retrieves your links.”
Collects the links created in Egnyte for your account, the public links to files and folders included, so they can be reviewed in one place.
List Namespaces
SearchIn Make“Lists 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.
List Recent Files
SearchIn Make“This 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.
List Tasks
SearchIn Make“Lists 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.
List Trash Files
SearchIn Make“Lists 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.
List Users
SearchIn Make“Retrieves 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.
Search Files and Folders
SearchIn Make“Finds 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.
Search Metadata
SearchIn Make“Find 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.
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