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eWay-CRM Make integrationAutomate eWay-CRM with Make.

Tired of retyping the same lead into eWay-CRM by hand? The eWay-CRM Make integration gives you 32 modules: 25 actions and 7 searches over companies, contacts, deals, journals, projects and tasks. This page shows you how to link your account and build a first working scenario.

Try the eWay-CRM integration on MakeSee the 32 modules

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What you can automate

What can the eWay-CRM Make integration do for you?

The eWay-CRM Make integration lets Make read and write your CRM records without code. You build a scenario (the automation itself, a chain of bricks called modules), and each eWay-CRM module creates, updates, finds or deletes a company, contact, deal, journal, project or task for you.

Leads that land in the CRM on their own. Another app catches a sign-up, then Create a Contact files the person and Create a Task reminds a salesperson to call back. Nobody copies a row from an inbox anymore.

A deal that opens a project. Once a quote is signed in your other tools, Update a Deal moves the opportunity forward and Create a Project sets up the delivery side, so the handover from sales to operations happens in one pass.

Cleaner records. Search Companies checks what already exists before your scenario writes anything, and Update a Company corrects the entry instead of piling up a duplicate.

Know the limits before you start. eWay-CRM has no trigger in Make, so a scenario never starts from an event inside the CRM: it starts from another app or from the Make schedule. Make also flags its own eWay-CRM documentation as limited, which is why the Make an API Call module matters here. If Make is new to you, the Make review sets the scene, the Make training walks you through the editor, and the n8n vs Make comparison helps if you are still choosing a tool.

Connect

How do you connect eWay-CRM to Make?

  1. 01

    Add an eWay-CRM module

    Open your scenario, click the +, type eWay-CRM and pick any of its modules. Then click Create a connection. A connection is your eWay-CRM account linked to Make once, then reused by every eWay-CRM module you add later.

  2. 02

    Name it and authorize Make

    Give the connection a name you will recognize, handy if you manage several eWay-CRM databases. Then follow what the window asks: either sign in on the eWay-CRM page to authorize Make, or paste the key your eWay-CRM account gives you.

  3. 03

    Save and check the fields

    Click Save. Back in the module, Make can now read your account and fills its lists with the objects it finds. If those lists stay empty, the connection did not go through and needs a second look.

First scenario

Your first scenario: turn a new lead into a contact and a task

GoalWhen a lead arrives in another app, Make creates the contact in eWay-CRM and a follow-up task for your sales team.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big +. The first module has to come from another app, the one where your leads arrive, since eWay-CRM has no trigger.

  2. 02

    Pick where the leads come from

    Search your form or lead tool by name, choose its module that returns new entries, and connect that account. Each new lead will travel through the scenario as one bundle, meaning one item passed from module to module.

  3. 03

    Add Create a Contact

    Click the + on the right, search eWay-CRM and pick Create a Contact. Link your account with Create a connection, then map the lead's details from the first module into the contact fields Make lists.

  4. 04

    Chain Create a Task

    Add Create a Task after the contact. Reuse the same connection, write a task title such as a callback reminder, and map data from the contact just created so the salesperson knows who to call.

  5. 05

    Test with Run once

    Submit a test lead, then click Run once. Make executes the scenario one time and shows the bundles each module received. Open eWay-CRM and check that the contact and the task are there.

  6. 06

    Schedule and switch on

    Click the clock on the first module. A new scenario checks every 15 minutes by default; the Free plan cannot go below that, paid plans can go down to 1 minute. Switch the scenario on and it keeps running.

Modules

The 32 eWay-CRM modules, and when to use each

eWay-CRM gives you 32 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

eWay-CRM1

Create a Company

Action

In Make“Creates a new company.”

Adds a new company to eWay-CRM, so an organization spotted elsewhere gets its own record without anyone opening the CRM.

When to use it
a trade-show list or a partner referral names a business your team has never logged, and you want it filed before the first call.
Watch out
run Search Companies first, otherwise every run adds another copy of the same business.
eWay-CRM2

Create a Contact

Action

In Make“Creates a new contact.”

Files a new person in eWay-CRM from data your scenario already holds, which is the usual landing spot for a lead captured by a form or a chat tool.

When to use it
someone fills in your demo request and you want them in the CRM, ready for sales, without a copy and paste.
Watch out
a person who writes in twice becomes two contacts unless Search Contacts checks first.
eWay-CRM3

Create a Deal

Action

In Make“Creates a new deal.”

Opens a new sales opportunity in eWay-CRM, giving your pipeline an entry the moment a buying signal shows up outside the CRM.

When to use it
a prospect asks for pricing through your website and you want the deal tracked from that first request.
Watch out
if the deal uses drop-down values, fetch them with Search Drop-Down Menu Values so the mapping matches what eWay-CRM expects.
eWay-CRM4

Create a Journal

Action

In Make“Creates a new journal.”

Writes a new journal record in eWay-CRM, so the history of a relationship grows even when the exchange happened in another tool.

When to use it
a call ends in your phone system or a meeting note is saved elsewhere, and you want that trace next to the client in the CRM.
Watch out
map enough context from the previous module, or the journal entry will be hard to read later.
eWay-CRM5

Create a Project

Action

In Make“Creates a new project.”

Starts a new project in eWay-CRM, turning a won opportunity into delivery work your team can follow in the same database.

When to use it
a contract is signed in your e-signature tool and operations need the project ready before the kickoff.
Watch out
pair it with Update a Deal in the same scenario so the sale and the project never tell two different stories.
eWay-CRM6

Create a Task

Action

In Make“Creates a new task.”

Puts a new to-do into eWay-CRM, which turns an event from another app into a clear next step for someone on your team.

When to use it
a new lead needs a callback, or a support ticket asks for a commercial follow-up, and you want the reminder where salespeople already work.
Watch out
placed after a search module, it creates one task per bundle found, which may be more than you planned.
eWay-CRM7

Delete a Company

Action

In Make“Deletes an existing company.”

Removes a company record from eWay-CRM for good, useful when your scenario enforces a cleanup rule you already apply by hand.

When to use it
a test account or a duplicate business was flagged in your data quality sheet and should disappear from the CRM.
Watch out
a deletion cannot be undone from Make, so test on a dummy record with Run once before pointing it at real data.
eWay-CRM8

Delete a Contact

Action

In Make“Deletes an existing contact.”

Erases a person from eWay-CRM, which helps you honor removal requests without searching the CRM manually each time.

When to use it
a contact asks to be forgotten through your privacy form and the request must reach the CRM too.
Watch out
nothing brings the contact back, so make sure the scenario targets exactly one record and not the first match of a broad search.
eWay-CRM9

Delete a Deal

Action

In Make“Deletes an existing deal.”

Takes an opportunity out of eWay-CRM entirely, keeping pipeline reports free of entries that should never have existed.

When to use it
an automated import created deals by mistake and you want a scenario to clear exactly those.
Watch out
a lost deal is still history; if you only want it closed, Update a Deal is usually the safer choice.
eWay-CRM10

Delete a Journal

Action

In Make“Deletes an existing journal.”

Removes a journal record from eWay-CRM, handy when an automation logged activity that should not stay attached to a client.

When to use it
a first version of your scenario wrote noisy entries during testing and you want to clean them out.
Watch out
once deleted, that piece of relationship history is gone, so filter carefully before this module runs.
eWay-CRM11

Delete a Project

Action

In Make“Deletes an existing project.”

Deletes a project from eWay-CRM, so a cancelled engagement stops cluttering the lists your delivery team works from.

When to use it
a deal was reversed before any work began and the project created for it has no reason to exist.
Watch out
there is no undo from Make; if the project had real activity, updating its status keeps a cleaner record.
eWay-CRM12

Delete a Task

Action

In Make“Deletes an existing task.”

Clears a task out of eWay-CRM when it no longer makes sense, so nobody chases a follow-up that has already happened.

When to use it
the client replied on their own and the callback task your scenario created earlier is now pointless.
Watch out
deleting erases the trace; if you want to keep proof the task existed, see whether Update a Task lets you close it instead.
eWay-CRM13

Get a Company

Action

In Make“Retrieves an existing company.”

Pulls the full details of one company you already know, so the next modules can reuse its information without asking you.

When to use it
a previous module handed you a specific company and you need its data to fill an invoice or an email in another app.
Watch out
it reads one precise record; to find a company from a name or partial data, start with Search Companies.
eWay-CRM14

Get a Contact

Action

In Make“Retrieves an existing contact.”

Reads a single contact record in full and passes it along, which saves you from asking the same person for details you already hold.

When to use it
a task or a deal points to a contact and your next step, a welcome message for instance, needs that person's details.
Watch out
the scenario must already know which contact to read, otherwise use Search Contacts.
eWay-CRM15

Get a Deal

Action

In Make“Retrieves an existing deal.”

Fetches everything eWay-CRM holds about one opportunity, ready to be mapped into a quote, a report or a message.

When to use it
a signed document references a deal and you want its details before creating the matching project.
Watch out
Get needs one known record; if you have several deals to review, Search Deals returns them as separate bundles.
eWay-CRM16

Get a Journal

Action

In Make“Retrieves an existing journal.”

Opens one journal record and hands its content to the rest of the scenario, so a past exchange can feed a summary or a notification.

When to use it
a manager wants the latest logged meeting with a client pushed to a team chat.
Watch out
it reads a single entry you already identified; to go through a client's history, Search Journals is the right tool.
eWay-CRM17

Get a Project

Action

In Make“Retrieves an existing project.”

Retrieves one project with its details, letting another app show or reuse what eWay-CRM knows about the work in progress.

When to use it
your billing tool needs the project data when a milestone is reached elsewhere.
Watch out
it only works on a project the scenario can point to; if you start from a name, run Search Projects first.
eWay-CRM18

Get a Task

Action

In Make“Retrieves an existing task.”

Reads one task in eWay-CRM and passes its content forward, useful when a later step depends on who owns it or what it says.

When to use it
a task reference arrives from another module and you want to notify its owner with the right context.
Watch out
each run of Get a Task counts as an operation, so avoid calling it when the previous module already returned the task data.
eWay-CRM19

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Calls any endpoint of the eWay-CRM API with the connection you already set up, covering what the ready-made modules leave out.

When to use it
you need an object or an action that none of the listed modules offers, and the eWay-CRM API does.
Watch out
Make's own eWay-CRM documentation is limited, so you will rely on the eWay-CRM API reference to write the request correctly.
eWay-CRM20

Update a Company

Action

In Make“Updates an existing company.”

Changes an existing company in eWay-CRM, keeping the record accurate when the information changes somewhere else first.

When to use it
a customer updates its billing details in your accounting app and you want the CRM to follow.
Watch out
map only the values you mean to change, and pair it with Search Companies when you do not already know which record to edit.
eWay-CRM21

Update a Contact

Action

In Make“Updates an existing contact.”

Edits a person already in eWay-CRM, so details that change elsewhere reach the CRM without manual work.

When to use it
a contact corrects their details through your preference center and the change should land in the CRM as well.
Watch out
updating the wrong contact is easy after a loose search, so check the bundle with Run once first.
eWay-CRM22

Update a Deal

Action

In Make“Updates an existing deal.”

Moves an opportunity forward in eWay-CRM, reflecting what happened in your other tools on the deal itself.

When to use it
a quote gets accepted in your proposal software and the deal should change stage without a salesperson touching it.
Watch out
if a value comes from a drop-down menu, Search Drop-Down Menu Values shows the options your account accepts.
eWay-CRM23

Update a Journal

Action

In Make“Updates an existing journal.”

Amends a journal record already saved in eWay-CRM, so the relationship history stays correct after the fact.

When to use it
a meeting summary is finished in your notes app after the entry was created, and you want the final text in the CRM.
Watch out
you need to know which journal to edit; Search Journals or a previous Create a Journal gives you that record.
eWay-CRM24

Update a Project

Action

In Make“Updates an existing project.”

Updates a project in eWay-CRM, letting the progress recorded in a delivery tool show up where sales and management look.

When to use it
a phase is marked done in your project board and the CRM project should reflect it.
Watch out
if both tools can change the same project, decide which one leads, or the two will keep overwriting each other.
eWay-CRM25

Update a Task

Action

In Make“Updates an existing task.”

Edits a task already in eWay-CRM, so the to-do list your team works from matches what really happened.

When to use it
a callback happened through your calling tool and the matching task should be closed automatically.
Watch out
placed after Search Tasks, it runs once per task found, so narrow the search before letting it edit anything.
eWay-CRM26

Search Companies

Search

In Make“Searches for companies or lists them all.”

Looks up companies in eWay-CRM, or lists them all, and returns each match as its own bundle for the next modules.

When to use it
before creating a company, to check whether the business is already in the CRM and update it instead.
Watch out
a search can return zero, one or many results; every module after it runs once per result and spends an operation each time.
eWay-CRM27

Search Contacts

Search

In Make“Searches for contacts or lists them all.”

Finds people in your eWay-CRM database, or returns the full list, so a scenario can decide whether someone is new or already known.

When to use it
a lead comes in and you want to update the existing contact rather than create a twin.
Watch out
when nothing matches, the modules after it do not run at all, which can look like a silent failure during a test.
eWay-CRM28

Search Deals

Search

In Make“Searches for deals or lists them all.”

Retrieves the opportunities that match your criteria, or all of them, giving you a list to report on or act upon.

When to use it
you want every deal linked to one client pushed into a spreadsheet for a review meeting.
Watch out
listing everything can produce many bundles at once, and each one costs operations further down the scenario.
eWay-CRM29

Search Drop-Down Menu Values

Search

In Make“Searches for drop-down menu values.”

Reads the values behind the drop-down menus of eWay-CRM, so the scenario writes options the CRM recognizes instead of guessing them.

When to use it
you fill a drop-down value in Create a Deal or Update a Deal and need the exact options.
Watch out
it returns values, not records; use it to prepare a mapping, not to find a contact or a company.
eWay-CRM30

Search Journals

Search

In Make“Searches for journals or lists them all.”

Pulls journal records that match a query, or the whole set, to rebuild the history of a relationship in another tool.

When to use it
an account manager takes over a client and wants all logged exchanges gathered in one document.
Watch out
a long history turns into many bundles; add an aggregator from Make if you want one document rather than one per entry.
eWay-CRM31

Search Projects

Search

In Make“Searches for projects or lists them all.”

Lists the projects in eWay-CRM that fit your search, or all of them, so you can sync or report on ongoing work.

When to use it
your delivery board needs to know which CRM projects exist before creating its own cards.
Watch out
run it before Create a Project whenever the same event could fire twice, or you will end up with duplicate projects.
eWay-CRM32

Search Tasks

Search

In Make“Searches for tasks or lists them all.”

Collects tasks from eWay-CRM, filtered or in full, so you can review open work or act on it in bulk.

When to use it
a salesperson leaves and their tasks need to be found and reassigned with Update a Task.
Watch out
each task found becomes a bundle, and the modules that follow repeat for every one of them.
Need help

Need help automating eWay-CRM with Make?

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FAQ

Questions about eWay-CRM and Make

01Is the eWay-CRM Make integration free?
Yes, you can use it on the Free plan, because eWay-CRM is a standard app and standard apps are available on every Make plan. The Free plan has limits though: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) remove the cap on active scenarios, allow runs every minute and count usage in credits, meaning operations, per month. Whatever eWay-CRM itself costs is a separate matter.
02What do you need to connect eWay-CRM to Make?
You need an eWay-CRM account and a Make account, nothing more on paper: Make's documentation lists no specific prerequisite for this app. In practice, you add any eWay-CRM module, click Create a connection, optionally name it, then either authorize Make on the eWay-CRM page or paste the key your account provides, and save. Make admits its eWay-CRM documentation is limited and gives no official connection steps, so if the window asks for something you do not have, check with the person who manages your eWay-CRM account.
03Does the eWay-CRM Make integration react in real time?
No, eWay-CRM has no trigger in Make, so nothing inside the CRM can start a scenario on its own. You start the flow another way. The first option is a trigger from another app, such as your form tool or your e-signature tool, followed by eWay-CRM actions. The second is the schedule on the first module: a new scenario runs every 15 minutes by default, the Free plan cannot go faster, and paid plans go down to 1 minute. With a schedule, a Search module such as Search Deals can open the scenario and fetch what needs work.
04What if an eWay-CRM module is missing in Make?
It depends on what you need, but eWay-CRM has a Make an API Call module that covers most gaps. It lets your scenario call any endpoint of the eWay-CRM API with the connection you already created, so an object or an action missing from the ready-made modules is still reachable. The catch is documentation: Make says its eWay-CRM guide is limited, so you will write the request from the eWay-CRM API reference. Test each call with Run once and read the bundle that comes back before chaining more modules.
05Should you use Make or n8n for eWay-CRM?
It depends on the tool you already use, not on eWay-CRM. On Make, eWay-CRM comes with 32 modules covering companies, contacts, deals, journals, projects and tasks, plus Make an API Call for the rest, and no trigger. Before choosing n8n instead, check whether it offers an eWay-CRM node and what that node covers, since this page only documents the Make side. If your team already builds scenarios in Make, staying there keeps every connection in one place. The n8n vs Make comparison linked higher up lays out the general criteria.
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