FLOWii Make integrationAutomate FLOWii with Make.
Can FLOWii exchange data with your other tools without a line of code? The FLOWii Make integration offers 116 action modules and no trigger. This page is for ops teams who run FLOWii: connect your account, build a first scenario and see what each module is for.
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What can the FLOWii Make integration automate?
The FLOWii Make integration links your FLOWii account to Make, where you build a scenario: the automation itself, a chain of modules. Each module is one brick of that chain. The 116 FLOWii modules are all actions that create, read, update, delete or list partners, orders, business cases, tasks and cash flows.
Three setups show where it pays off. A sales intake: a web form feeds Create partner, then Create business case, and the new client lands in FLOWii with a first case already open. A finance mirror: payments confirmed in another tool become entries through Create cash flow, and Get cash flow list sends them back out to a spreadsheet for checks. A file relay: Get business case attachments pulls the files of a case, and a storage app keeps a copy where the project team works.
What Make does not do here: FLOWii has no trigger in Make, so a change inside FLOWii never starts a scenario by itself. The start comes from a schedule or from another app's trigger. The FLOWii doc on Make also warns that it was generated by AI from FLOWii's documentation and may contain errors, so test each module with Run once before relying on it.
The same app often has an n8n node too. If you hesitate between the two tools, the n8n vs Make comparison lays out the criteria. To learn the editor step by step, Make training is the next stop, and Make pricing explains the plans.
How do you connect FLOWii to Make?
- 01
Copy your FLOWii API key
In FLOWii, open the settings, go to Extensions, select API and choose New FLOWii REST API. Your unique API key is shown there. Copy it, you will paste it into Make.
- 02
Add a FLOWii module in Make
In a scenario, add any FLOWii module and click Create a connection. A connection is your FLOWii account linked to Make once and reused by every FLOWii module. The Connection name field is optional, but a clear name helps later.
- 03
Enter your credentials
Paste the credentials you copied from FLOWii, or follow the on-screen instructions, then save. From now on, Make can list what it reads in FLOWii while you fill a module's fields.
Your first FLOWii scenario
GoalWhen a new client fills in your website form, Make creates the partner in FLOWii and a follow-up task for your team.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Pick the trigger of the app that collects your form answers: FLOWii has no trigger, so the start comes from another app.
- 02
Add Create partner
Click the + on the right of the first module, search FLOWii and pick Create partner. Click Create a connection if FLOWii is not linked yet, then map the form answers into the fields Make shows.
- 03
Add Create task
Add one more module with the + and choose Create task. Map what you need from the form and from the new partner, so whoever picks up the task knows which client it is about.
- 04
Test with Run once
Send a test answer through the form, then click Run once. Open each module to read the bundle it received. A bundle is one item passed from module to module, here one form answer.
- 05
Schedule and switch it on
Open the clock on the first module and set the schedule: every 15 minutes by default, never shorter than 15 minutes on the Free plan. Switch the scenario on. Each module run on a bundle counts as one operation.
What the FLOWii modules do
FLOWii gives you 116 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Create attendance event
- Create business case
- Create cash flow
- Create communication
- Create order
- Create partner
- Create planned absence
- Create task
- Create task activity interval
- Delete business case
- Delete cash flow
- Delete communication
- Delete order
- Delete partner
- Delete task
- Delete task activity interval
- Get activity type list
- Get attendance summary
- Get bank account list
- Get business case attachments
- Get business case emails
- Get business case events
- Get business case failure list
- Get business case list
- Get business case source list
- Get business case state list
- Get business case tasks
- Get cash flow list
- Get communication attachments
- Get communication category list
- Get communication list
- Get communication type list
- Get company access list
- Get company data list
- Get country list
- Get delivery type list
- Get document category list
- Get document numbering sequence list
- Get document subcategory list
- Get file with content
- Get good category list
- Get good list
- Get good subcategory list
- Get home summary
- Get my company user
- Get my notifications
- Get notifications summary
- Get order attachments
- Get order documents
- Get order emails
- Get order events
- Get order list
- Get order state list
- Get order subtype list
- Get order tasks
- Get order type list
- Get partner attachments
- Get partner business cases
- Get partner contacts
- Get partner documents
- Get partner emails
- Get partner events
- Get partner list
- Get partner orders
- Get partner subtype list
- Get partner tag list
- Get partner tasks
- Get partner type list
- Get payment method list
- Get task activity activity interval list
- Get task activity list
- Get task attachments
- Get task category list
- Get task list
- Get task subcategory list
- Get unit of measure list
- Get user list
- Get user permissions
- Make an API Call
- Post cash flow transaction
- Read activity type
- Read bank account
- Read business case
- Read business case failure
- Read business case source
- Read business case state
- Read cash flow
- Read communication
- Read communication category
- Read communication type
- Read company data
- Read delivery type
- Read document category
- Read good
- Read good category
- Read order
- Read order state
- Read order type
- Read partner
- Read partner type
- Read payment method
- Read task
- Read task category
- Read unit of measure
- Read user
- Update cash flow
- Update communication
- Update notification
- Update partner
- Update task activity
- Update task activity interval
- Upload business case attachment
- Upload communication attachment
- Upload order attachment
- Upload partner attachment
- Upload task attachment
Create attendance event
ActionIn the docs onlyLogs a new attendance event in FLOWii from data the scenario already holds, so presence records stop depending on someone typing them in.
Create business case
ActionIn the docs onlyOpens a fresh business case in FLOWii straight from an incoming request, filled with details mapped from the module before it.
Create cash flow
ActionIn the docs onlyAdds a cash flow entry in FLOWii from a payment or an expense recorded elsewhere, which keeps the money view in FLOWii in line with your other tools.
Create communication
ActionIn the docs onlyRecords a communication in FLOWii, so a message sent or received in another tool also lives in the FLOWii history of the client.
Create order
ActionIn the docs onlyTurns data coming from another app into a new order in FLOWii, so nobody retypes an order that was already confirmed elsewhere.
Create partner
ActionIn the docs onlyCreates a partner record in FLOWii from a contact collected elsewhere, which spares the team a second round of data entry.
Create planned absence
ActionIn the docs onlyBooks a planned absence in FLOWii from a request approved somewhere else, so the schedule kept in FLOWii matches the decision.
Create task
ActionIn the docs onlyAdds a task in FLOWii each time the scenario receives work to hand out, so to-dos stop living in chat threads and inboxes.
Create task activity interval
ActionIn the docs onlyAdds a time interval to a task activity in FLOWii, handy when hours are tracked in another tool and should land on the right task.
Delete business case
ActionIn the docs onlyRemoves a business case from FLOWii, for scenarios that clean up test entries or cases opened by mistake.
Delete cash flow
ActionIn the docs onlyErases a cash flow entry in FLOWii when the payment behind it was cancelled in another tool, so the figures stay honest.
Delete communication
ActionIn the docs onlyTakes a communication out of FLOWii's history, useful when a message was logged twice or against the wrong record.
Delete order
ActionIn the docs onlyDeletes an order in FLOWii, the counterpart of a cancellation handled in your shop or your sales tool.
Delete partner
ActionIn the docs onlyRemoves a partner from FLOWii, for the rare cleanup where a record should not exist at all.
Delete task
ActionIn the docs onlyClears a task from FLOWii once another tool says the work is no longer needed, so assignees do not chase ghosts.
Delete task activity interval
ActionIn the docs onlyRemoves one time interval from a task activity, the clean way to correct hours logged by mistake.
Get activity type list
ActionIn the docs onlyBrings back every activity type set up in FLOWii, one bundle per type, so you see the exact values your account holds.
Get attendance summary
ActionIn the docs onlyPulls an attendance summary out of FLOWii, a quick way to feed presence figures into a report or a team message.
Get bank account list
ActionIn the docs onlyLists the bank accounts stored in FLOWii, one bundle each, so finance scenarios can point to the right account.
Get business case attachments
ActionIn the docs onlyFetches the files attached to one business case in FLOWii, ready to be copied into cloud storage or sent on.
Get business case emails
ActionIn the docs onlyReturns the emails linked to a business case, so a scenario can read the whole exchange without anyone opening FLOWii.
Get business case events
ActionIn the docs onlyRetrieves the events recorded on a business case, which lets you rebuild its history somewhere else.
Get business case failure list
ActionIn the docs onlyLists the business case failure values configured in your FLOWii account, one bundle per value.
Get business case list
ActionIn the docs onlyReturns business cases from FLOWii as separate bundles, the usual starting point for reports, checks and bulk updates.
Get business case source list
ActionIn the docs onlyShows the source values FLOWii offers for business cases, so each new case can say where it came from.
Get business case state list
ActionIn the docs onlyGives the states a business case can take in your FLOWii account, as one bundle per state.
Get business case tasks
ActionIn the docs onlyCollects the tasks attached to a given business case, so you know what is still on the table for it.
Get cash flow list
ActionIn the docs onlyPulls cash flow entries out of FLOWii, one bundle each, for reports, reconciliations or exports.
Get communication attachments
ActionIn the docs onlyDownloads the files attached to a FLOWii communication so another app can store or forward them.
Get communication category list
ActionIn the docs onlyLists the communication categories defined in FLOWii, so logged messages land in the category your team expects.
Get communication list
ActionIn the docs onlyReturns the communications stored in FLOWii as a series of bundles, one per logged message or exchange.
Get communication type list
ActionIn the docs onlyLists the communication types your FLOWii account knows, useful to label each logged message the same way every time.
Get company access list
ActionIn the docs onlyLists the company access entries tied to your FLOWii connection, a way to see which companies the scenario works with.
Get company data list
ActionIn the docs onlyReturns the company data records held in FLOWii, the details a document or an email template may need.
Get country list
ActionIn the docs onlyLists the countries FLOWii accepts, one bundle each, to match the value a partner or an order needs.
Get delivery type list
ActionIn the docs onlyBrings back the delivery types configured in FLOWii, for orders that must say how goods travel.
Get document category list
ActionIn the docs onlyLists the document categories in FLOWii, the labels you need to file a document in the right place.
Get document numbering sequence list
ActionIn the docs onlyReturns the document numbering sequences set up in FLOWii, useful to review which series exist before an automation creates paperwork.
Get document subcategory list
ActionIn the docs onlyGives the second level of document classification in FLOWii, the subcategories that refine a category.
Get file with content
ActionIn the docs onlyFetches a file from FLOWii together with its content, so the next module can store it, send it or read it.
Get good category list
ActionIn the docs onlyPulls the categories your FLOWii catalog of goods is sorted into, so a scenario can work with the same labels your team uses in FLOWii.
Get good list
ActionIn the docs onlyBrings the goods recorded in FLOWii into your scenario, one bundle per item, ready to feed a price sheet, a stock report or another app.
Get good subcategory list
ActionIn the docs onlyGives you the finer level of your product classification, the subcategories that sit under each good category in FLOWii.
Get home summary
ActionIn the docs onlyGoing by its name, it hands your scenario the overview of your FLOWii home page, which is handy when you want those headline figures somewhere else.
Get my company user
ActionIn the docs onlyReturns the FLOWii user behind the API Key your connection uses, which tells you whose rights the scenario runs with.
Get my notifications
ActionIn the docs onlyCollects the notifications waiting for your FLOWii user so a scenario can route them to the place where you actually read things.
Get notifications summary
ActionIn the docs onlyAs its name says, it gives a condensed view of your FLOWii notifications rather than each one, which suits a short digest message.
Get order attachments
ActionIn the docs onlyLists the files attached to a FLOWii order, so a scenario can back them up, forward them or check that paperwork is there.
Get order documents
ActionIn the docs onlyRetrieves the documents FLOWii links to an order, a separate module from Get order attachments.
Get order emails
ActionIn the docs onlyPulls the email history FLOWii keeps for an order, giving you the conversation around a sale inside your scenario.
Get order events
ActionIn the docs onlyReturns the events recorded on a FLOWii order, a way to see what happened to it and bring that timeline elsewhere.
Get order list
ActionIn the docs onlyFetches your FLOWii orders into the scenario, the usual starting point when you want to act on several orders at once.
Get order state list
ActionIn the docs onlyGives you the states an order can take in your FLOWii setup, the values you need to test where an order stands.
Get order subtype list
ActionIn the docs onlyReturns the order subtypes configured in FLOWii, the second level under the order types.
Get order tasks
ActionIn the docs onlyLists the tasks FLOWii has attached to a given order, so you can see what remains to do on a sale.
Get order type list
ActionIn the docs onlyHands you the order types defined in your FLOWii account, the main split between kinds of orders.
Get partner attachments
ActionIn the docs onlyCollects the files stored on a FLOWii partner record, such as a contract or a signed form.
Get partner business cases
ActionIn the docs onlyShows the business cases FLOWii ties to one partner, the sales opportunities you have open or past with that company.
Get partner contacts
ActionIn the docs onlyRetrieves the people recorded under a FLOWii partner, so their names and contact details can reach your mailing or CRM tool.
Get partner documents
ActionIn the docs onlyBrings back the documents FLOWii links to a partner, distinct from the files dropped on the record as attachments.
Get partner emails
ActionIn the docs onlyPulls the emails FLOWii holds for a partner, the whole exchange with a customer or supplier in one call.
Get partner events
ActionIn the docs onlyReturns the events recorded on a FLOWii partner, a timeline you can reuse in a report or a handover note.
Get partner list
ActionIn the docs onlyFetches the partners stored in FLOWii, customers or suppliers depending on how you use FLOWii, as a starting set for a scenario.
Get partner orders
ActionIn the docs onlyLists the orders placed by one FLOWii partner, so you can see a customer's buying history in one step.
Get partner subtype list
ActionIn the docs onlyGives the partner subtypes set up in FLOWii, the finer classification under each partner type.
Get partner tag list
ActionIn the docs onlyReturns the tags available for partners in FLOWii, the free labels your team puts on customers and suppliers.
Get partner tasks
ActionIn the docs onlyLists the tasks FLOWii attaches to a partner, the to-dos your team logged for that customer or supplier.
Get partner type list
ActionIn the docs onlyHands you the partner types set up in your FLOWii account, the main way your partners are classified.
Get payment method list
ActionIn the docs onlyRetrieves the payment methods defined in FLOWii, so cash flow records built by a scenario use values FLOWii accepts.
Get task activity activity interval list
ActionIn the docs onlyReturns the time intervals logged on a task activity in FLOWii, which, as the label suggests, break down the time spent.
Get task activity list
ActionIn the docs onlyLists the activities recorded under FLOWii tasks, the work actually done rather than the task itself.
Get task attachments
ActionIn the docs onlyBrings back the files attached to a FLOWii task, whatever your team dropped on it.
Get task category list
ActionIn the docs onlyGives the task categories used in your FLOWii account, the top level for sorting work.
Get task list
ActionIn the docs onlyFetches the tasks stored in FLOWii into your scenario, the base for reminders, syncs or workload reports.
Get task subcategory list
ActionIn the docs onlyReturns the subcategories that sit under FLOWii task categories, the finer level of your work classification.
Get unit of measure list
ActionIn the docs onlyLists the units of measure set up in FLOWii, the units your goods and orders are counted in.
Get user list
ActionIn the docs onlyRetrieves the users of your FLOWii company, handy to assign work or check who exists before a scenario writes data.
Get user permissions
ActionIn the docs onlyShows what a FLOWii user is allowed to do, useful when a scenario fails because the connected account lacks a right.
Make an API Call
ActionIn the docs onlyLets you call any FLOWii API endpoint yourself, with the same connection, when none of the 116 listed modules does what you need.
Post cash flow transaction
ActionIn the docs onlyRecords a transaction on a FLOWii cash flow, the step that turns a payment seen elsewhere into an entry in FLOWii.
Read activity type
ActionIn the docs onlyGives your scenario the details of one FLOWii activity type, so a later module can show a readable label instead of a bare reference.
Read bank account
ActionIn the docs onlyPulls one bank account record out of FLOWii and hands it to the rest of the scenario as a single bundle (one item passed between modules).
Read business case
ActionIn the docs onlyBrings back one FLOWii business case, the commercial opportunity your sales team follows, ready to be mapped into later modules.
Read business case failure
ActionIn the docs onlyShows you one of the failure entries FLOWii keeps for business cases, so a lost deal can carry its label into a report or a notification.
Read business case source
ActionIn the docs onlyFetches one business case source from FLOWii, which helps you know where your opportunities come from when you pass them to another tool.
Read business case state
ActionIn the docs onlyReturns one business case state from FLOWii, giving your scenario the words behind a stage so messages and reports stay easy to read.
Read cash flow
ActionIn the docs onlyLoads one cash flow entry from FLOWii into the scenario, so its details can travel to accounting, a sheet or a chat message.
Read communication
ActionIn the docs onlyOpens one FLOWii communication record inside your scenario, so the exchange it holds can be summarised, archived or forwarded elsewhere.
Read communication category
ActionIn the docs onlyHands back one communication category from FLOWii, useful to sort messages by their label once they leave the app.
Read communication type
ActionIn the docs onlyGets one communication type from FLOWii, so your scenario knows what kind of exchange it is handling before choosing a path.
Read company data
ActionIn the docs onlyReturns one company data record from FLOWii, handy when a document or an email built in Make must show your company's own details.
Read delivery type
ActionIn the docs onlyBrings one delivery type from FLOWii into the scenario, so shipping-related steps can use a clear name instead of an internal code.
Read document category
ActionIn the docs onlyLooks up one document category in FLOWii and passes it on, so files you move elsewhere keep a meaningful folder or tag.
Read good
ActionIn the docs onlyGets you the full record of one good, a product or item in the FLOWii catalogue, ready to be reused by the next module.
Read good category
ActionIn the docs onlyReturns one good category from FLOWii, so products carried to other tools stay grouped the way your team already knows.
Read order
ActionIn the docs onlyPulls one FLOWii order with its record into the scenario, so billing, shipping or a customer message can start from accurate data.
Read order state
ActionIn the docs onlyTells your scenario the name of one order state in FLOWii, which keeps customer updates and internal alerts easy to understand.
Read order type
ActionIn the docs onlyRetrieves one order type from FLOWii so the scenario can tell kinds of orders apart and send each to the right follow-up.
Read partner
ActionIn the docs onlyReturns one FLOWii partner, the customer or supplier on the other side of your cases and orders, as a bundle you can map anywhere.
Read partner type
ActionIn the docs onlyFetches one partner type in FLOWii, so the scenario can treat customers, suppliers or any other kind you use each in its own way.
Read payment method
ActionIn the docs onlyBrings one payment method from FLOWii into your scenario, so invoices, reminders or reports can state how a customer pays.
Read task
ActionIn the docs onlyLoads one FLOWii task with its record, so the next module can post it to a chat, a calendar or a project board.
Read task category
ActionIn the docs onlyReturns one task category from FLOWii, giving your scenario a clear label to sort work across boards, channels or people.
Read unit of measure
ActionIn the docs onlyHands your scenario one unit of measure from FLOWii, so quantities sent to a shop, a sheet or a supplier keep their meaning.
Read user
ActionIn the docs onlyGets one FLOWii user record, useful to turn an assignee or an author into a name and contact that other tools understand.
Update cash flow
ActionIn the docs onlyChanges an existing cash flow entry in FLOWii from your scenario, so figures corrected elsewhere reach FLOWii without retyping.
Update communication
ActionIn the docs onlyEdits a communication that already exists in FLOWii, keeping its content in step with what happened in your inbox or helpdesk.
Update notification
ActionIn the docs onlyChanges one of your FLOWii notifications from Make, which lets a scenario tidy up alerts once they have been dealt with somewhere else.
Update partner
ActionIn the docs onlyWrites changes to an existing FLOWii partner, so a new address, contact or detail entered in another tool reaches FLOWii without manual copying.
Update task activity
ActionIn the docs onlyEdits an activity logged on a FLOWii task, keeping the record of work done accurate when the correction comes from another app.
Update task activity interval
ActionIn the docs onlyAdjusts one activity interval on a FLOWii task, which keeps the logged span of work right when they were corrected elsewhere.
Upload business case attachment
ActionIn the docs onlyAttaches a file to a FLOWii business case from your scenario, so proposals or signed papers end up where the sales team looks.
Upload communication attachment
ActionIn the docs onlyAdds a file to an existing FLOWii communication, keeping the exchange and its documents together for whoever opens it later.
Upload order attachment
ActionIn the docs onlyPuts a file on a FLOWii order from Make, so delivery notes, customer files or photos sit next to the order they concern.
Upload partner attachment
ActionIn the docs onlyStores a file on a FLOWii partner, keeping contracts, certificates or other papers of a customer or supplier in one place.
Upload task attachment
ActionIn the docs onlySends a file to a FLOWii task, so the person doing the work finds the brief, the photo or the form right on the task.
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