Jepto Make integrationAutomate Jepto with Make.
Can Make handle Jepto for you while you work on something else? The Jepto Make integration gives you 9 modules: 7 actions and 2 searches. This page shows what each one does, how to link your account and how to build a first scenario step by step.
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What can the Jepto Make integration do for you?
The Jepto Make integration links your Jepto account to Make, a no-code tool where you chain apps together. You build a scenario, which is the automation itself, out of modules, which are its bricks: here, modules that create clients, create social posts and work through Jepto insights without you opening Jepto each time.
New clients set up on their own. When a deal is signed in another app, Create Client adds the account in Jepto. Put Search Clients in front of it if the same company might already be there.
Insights that reach the right person. Search for Insights pulls the ones you care about, Get an Insight reads one in full, and once someone takes it over, Acknowledge an Insight or Resolve an Insight records it in Jepto.
Posts that go out from where you write them. Create a Social Post turns text approved in another tool into a Jepto post, so the copy never has to be pasted by hand.
Jepto has no trigger in Make: a scenario starts on a schedule or on another app's event, never on something that happens in Jepto. Make also warns that its Jepto documentation is limited, so test each module with Run once before relying on it. If you are weighing tools, read n8n vs Make; for the basics of the editor, see Make training, and to budget your usage, Make pricing.
How do you connect Jepto to Make?
- 01
Add a Jepto module
In your scenario, pick any Jepto module, for example Search Clients. Its settings open with a Connection field: click Create a connection. A connection is your Jepto account linked to Make once, then reused by every Jepto module.
- 02
Name it and authorize Make
Give the connection a name if you like, which helps when you run several Jepto accounts. Then either approve Make on the Jepto page that opens, or paste the key Jepto gives you, depending on what the window asks for.
- 03
Save and check
Click Save. The module now shows your connection, and Make can list what it reads from your account. From here, every other Jepto module you add picks the same connection from the list.
Your first scenario with Jepto
GoalWhen a new client lands in the app you already use to sign deals, Make creates that client in Jepto.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. It belongs to the app where your new clients show up first, such as your CRM or a form tool.
- 02
Set up the starting module
Search that app by name, pick the module that watches for new records, and connect your account. This brick decides when the whole scenario runs, since Jepto has no trigger of its own.
- 03
Add Create Client
Click the + on the right, search Jepto and choose Create Client. Pick your connection, then map the client details from the previous module into the fields Make displays.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received, a bundle being one item passed along, here one client. Check that the client appears in Jepto.
- 05
Schedule and switch on
Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. From then on, new clients reach Jepto without anyone retyping them.
What the Jepto modules do
Jepto gives you 9 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Acknowledge an Insight
ActionIn the docs onlyYou get a way to tell Jepto that an insight has been seen and is in someone's hands, without opening the app. As its name suggests, it marks one insight as acknowledged.
Add External ID to Insight
ActionIn the docs onlyThis one keeps a Jepto insight tied to its copy elsewhere: it attaches an identifier from another tool, such as a ticket number, to the insight.
Create Client
ActionIn the docs onlyWith Create Client, a new account appears in Jepto from data another app already holds, so nobody types the same company twice.
Create a Social Post
ActionIn the docs onlyYour text, written and approved somewhere else, becomes a social post in Jepto without copy and paste. The module sends one post per bundle it receives.
Execute a GraphQL Query
ActionIn the docs onlyFor anything the other eight modules do not cover, this module lets you send a GraphQL query of your own to Jepto and use what comes back in the next modules.
Get an Insight
ActionIn the docs onlyGet an Insight, as its name says, fetches one insight you already know, so the next modules can quote it in a message or a report.
Resolve an Insight
ActionIn the docs onlyClosing the loop is what this module gives you: once a problem is fixed elsewhere, the matching insight is marked as resolved in Jepto.
Search Clients
SearchIn the docs onlyBefore acting on a client, you can find it: Search Clients looks through your Jepto clients and returns zero, one or several of them as bundles.
Search for Insights
SearchIn the docs onlySearch for Insights gathers the insights you want to deal with in one pass, each returned as its own bundle for the modules that follow.
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