Resources · Make integration

Kizeo Forms Make integrationAutomate Kizeo Forms with Make.

Can a completed Kizeo Forms record start work in your other tools on its own? The Kizeo Forms Make integration gives you 1 instant trigger and 5 actions. This guide shows field teams and ops managers how to link the account and build a first scenario.

Try the Kizeo Forms integration on MakeSee the 6 modules

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What you can automate

What can the Kizeo Forms Make integration do for you?

The Kizeo Forms Make integration links your Kizeo Forms account to Make, a no-code tool where you build a scenario: a chain of modules that runs by itself. Each module is one brick, such as a trigger that starts things or an action that does one job. Kizeo Forms brings 6 of them, so form data can reach your other apps without copy and paste.

A report that files itself. Watch Data Event starts the scenario when something happens to a data record, then Download a Standard PDF grabs the matching document so the next module can store it or mail it to the client.

Numbers that land in a spreadsheet or CRM. Get a Data Definition, as its name suggests, fetches the definition of your data, and you then map what it returns into a row or a contact in another app. Download a Custom Export In Its Original Format covers the case where your team already designed an export layout inside Kizeo Forms.

Data sent back into Kizeo Forms. Push a Data goes the other direction: it sends information from Make to Kizeo Forms, for example from a planning tool that prepares the next visit.

Keep one limit in mind. Make publishes only limited documentation for this app, so the page stays on what the module names and types tell you, and you test each module with Run once before relying on it. When a need falls outside the 5 actions, Make an API Call reaches the rest of the Kizeo Forms API. If you hesitate between tools, read our n8n vs Make comparison, check Make pricing, or keep Make troubleshooting open while you build.

Connect

How do you connect Kizeo Forms to Make?

  1. 01

    Open the connection window

    Add any Kizeo Forms module to a scenario, then click Create a connection. A connection is your Kizeo Forms account linked to Make once and reused by every Kizeo Forms module afterwards.

  2. 02

    Name it and authorize Make

    Give the connection a clear name if you like, such as the account owner. Then either approve Make on the Kizeo Forms page that opens, or paste the key that Kizeo Forms gives you, depending on what the window asks for.

  3. 03

    Save and check

    Click Save. Back in the module, Make can now read what your account exposes, and the connection shows up in the list the next time you add a Kizeo Forms module to any scenario.

First scenario

Build your first scenario with Kizeo Forms

GoalWhen a data event happens in Kizeo Forms, Make downloads the standard PDF of that record so you can send it anywhere.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big + to add the first module. It will be the trigger, the brick that starts everything.

  2. 02

    Add Watch Data Event

    Search for Kizeo Forms, pick Watch Data Event and select your connection. This trigger is instant: Kizeo Forms calls Make through a webhook as soon as the event happens.

  3. 03

    Add Download a Standard PDF

    Click the + on the right of the trigger and choose Download a Standard PDF. Map the record details that came from the trigger so Make fetches the right document.

  4. 04

    Test with Run once

    Click Run once, then do in Kizeo Forms the action you expect to fire the event, such as submitting a test form. Open the bubbles on each module to read the bundles, the items that moved from one module to the next.

  5. 05

    Switch it on

    When the test looks right, add the module that stores or mails the PDF, then switch the scenario on. From now on, each event runs it without you touching anything.

Triggers

What starts a Kizeo Forms scenario?

1 module starts a scenario when something happens in Kizeo Forms. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Kizeo Forms as soon as it happens.

Kizeo Forms1Watch Data Event

Watch Data Event

Instant trigger

In Make“Triggers when an event occurred on a data.”

Watch Data Event starts your scenario the moment something happens to a data record in Kizeo Forms, so the follow-up work begins while the team is still on site.

How it fires
it is an instant trigger. Kizeo Forms calls Make through a webhook as soon as the event happens, with no waiting for a schedule.
When to use it
any flow that should react to fresh form data, like filing a report or warning a manager.
Watch out
Make's documentation on this app is limited, so run a real test with Run once and check which events actually reach the scenario before you switch it on.
Modules

What can Kizeo Forms do inside a scenario?

Kizeo Forms gives you 5 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Kizeo Forms1

Download a Custom Export In Its Original Format

Action

In Make“Downloads a Custom Export In Its Original Format.”

This action gives you back a custom export exactly as it was designed in Kizeo Forms, so the file keeps the layout your team already approved.

When to use it
pick it over the standard PDF when clients expect your own branded template attached to each email.
Watch out
the export has to exist in Kizeo Forms first, and each download counts as one operation, the unit Make bills on your plan.
Kizeo Forms2

Download a Standard PDF

Action

In Make“Downloads a Standard PDF.”

Here you get the default PDF of a record, ready to attach to an email, save in a shared drive or archive for an audit trail.

When to use it
right after Watch Data Event, when any readable copy of the form is enough and nobody has built a custom export.
Watch out
on the Free plan Make handles files up to 5 MB, so a heavy document may call for a paid plan.
Kizeo Forms3

Get a Data Definition

Action

In Make“Gets a Data Definition.”

Going by its name, Get a Data Definition fetches the definition behind your data, so you see what you can pass on to a sheet, a CRM or a message.

When to use it
when the trigger alone does not carry every value you need, or when you work out the mapping for the first time.
Watch out
run it once with Run once and read the bundle before mapping, since Make documents little about what comes back.
Kizeo Forms4

Make an API Call

Action

In Make“Makes an Api Call.”

With this module you can call any endpoint of the Kizeo Forms API from your scenario, reusing the connection you already created, which covers needs the other 5 actions leave aside.

When to use it
once you have checked that no listed module does the job and the Kizeo Forms API documentation shows the call you need.
Watch out
you write the request yourself, so read the API response carefully in Run once before trusting it.
Kizeo Forms5

Push a Data

Action

In Make“Pushes a Data.”

Push a Data works in the reverse direction: it sends information from Make into Kizeo Forms, so your field users find it waiting on their side.

When to use it
when another app, such as a planning tool or a CRM, already knows what the next visit needs and you want to spare the team from typing it again.
Watch out
test on a single record first, because a mistake here lands straight in front of people in the field.
Need help

Need help automating Kizeo Forms with Make?

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FAQ

Kizeo Forms and Make: common questions

01Is the Kizeo Forms Make integration free?
Yes, you can start on the Make Free plan, because Kizeo Forms is a standard app and not an Enterprise one. The Free plan still has limits: 2 active scenarios, a scheduled run no more often than every 15 minutes, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lift those limits, with runs as often as every minute and up to 40 minutes of execution. Make counts usage in operations, one per module run on one bundle. Your Kizeo Forms subscription is separate.
02What do you need to connect Kizeo Forms to Make?
A Kizeo Forms account and a Make account are enough to begin, since the documentation lists no other prerequisite. You add a Kizeo Forms module, click Create a connection, optionally name it, then approve Make on the Kizeo Forms page or paste the key the app gives you, and click Save. The same connection then serves all 6 Kizeo Forms modules in every scenario. Make says its documentation on this app is limited, so if a step looks different on your screen, follow what the connection window asks for.
03Does the Kizeo Forms trigger in Make work in real time?
Yes. Watch Data Event is an instant trigger, the only trigger this app offers. Instead of Make checking Kizeo Forms on a schedule, Kizeo Forms calls Make through a webhook as soon as an event happens on a data record, and the scenario starts right away. This means the 15 minute minimum interval of the Free plan does not slow it down, because that interval only applies to scheduled triggers. Test it with Run once and a real record so you see which events come through before you switch the scenario on.
04What if a Kizeo Forms module is missing in Make?
Use Make an API Call. It lets your scenario call any endpoint of the Kizeo Forms API with the same connection, which covers what the 5 listed actions do not. You will need the Kizeo Forms API documentation to know which call to send. Keep in mind that Make publishes only limited documentation for this app, so test every call with Run once and read the returned bundle. If the flow gets heavy, the Free plan limits of 5 MB files and 5 minutes per run are the first ones to check.
05Should you pick Make or n8n for Kizeo Forms?
It depends on the tool your team already uses. In Make, Kizeo Forms has 6 ready-made modules, including an instant trigger and a module for any API call, and it works from the Free plan. The same app often has an n8n node too, so check the node list on that side before choosing. Compare which modules each tool offers for the actions you need, then build a small test in the one your team is already comfortable with. The comparison page linked above goes through the general differences.
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