Resources · Make integration

Moskit CRM Make integrationAutomate Moskit CRM with Make.

Can your CRM fill itself while the team sells? The Moskit CRM Make integration offers 20 modules, 13 actions and 7 searches, for contacts, companies, deals and activities. This guide walks sales and ops teams through the connection and a first working scenario.

Try the Moskit CRM integration on MakeSee the 20 modules

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What you can automate

What does the Moskit CRM Make integration let you automate?

The Moskit CRM Make integration links your Moskit account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules. Each module is one brick. Here, the bricks create, update, fetch or list contacts, companies, deals and activities, so data from your other apps reaches the CRM without copy and paste.

Every web lead gets a record and a next step. A form or a sheet collects the lead, Criar um Contato stores the person, and Criar uma Atividade puts a call on a rep's list. Nobody has to remember to log it.

Company records stay current. When billing or support data changes in another tool, Atualizar uma Empresa writes the new details on the account, and Atualizar um Negócio moves the matching deal forward.

Your deals, outside the CRM. Listar Negócios returns your deals one by one, ready to be written to a table such as the one described in the Airtable Make integration.

Two limits to know first. Moskit has no trigger module in Make, so the scenario always starts from another app or from a schedule. And the module names are displayed in Portuguese, which is why each note below gives the plain meaning.

Weighing tools before you commit? The n8n vs Make comparison sets out the criteria, and the Make training covers the editor from zero.

Connect

How do you connect Moskit CRM to Make?

  1. 01

    Generate your Moskit API key

    In Moskit, open the Marketplace module from the left menu, click API publica do Moskit CRM in the Apps section and enable the integration. Moskit then shows a new API key: copy it somewhere safe.

  2. 02

    Add a Moskit module in Make

    In your scenario, add any Moskit CRM module and click Create a connection. A connection is your Moskit account linked to Make once, then reused by every Moskit module you add later.

  3. 03

    Paste the key and save

    Give the connection a clear label in Connection name if you like (the field is optional), paste the API key and confirm. Make can now read and write in your Moskit account.

First scenario

Your first scenario: turn a new lead into a Moskit contact

GoalWhen a new lead lands in your form or sheet tool, Make creates the contact in Moskit CRM and schedules a follow-up activity for it.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick the app where leads arrive, a form or a sheet, and its module that watches for new entries.

  2. 02

    Add Criar um Contato

    Click the + on the right of that first module, search Moskit CRM and choose Criar um Contato. Create the connection with your API key if it is not there yet.

  3. 03

    Map the lead

    Fill the contact fields by mapping data from the first module: Make shows what it received, and you drag the name or email into place. Each lead travels as a bundle, one item passed from module to module.

  4. 04

    Add the follow-up

    Add Criar uma Atividade after the contact and map the contact it just created, so the rep sees the new task attached to the right person.

  5. 05

    Test with Run once

    Submit a test lead, then click Run once. Open the bubble above each module to read the bundle it received and check the contact in Moskit.

  6. 06

    Schedule and switch on

    Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. Every run then turns fresh leads into contacts with a task.

Modules

What can each Moskit CRM module do?

Moskit CRM gives you 20 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Moskit CRM1

Atualizar uma Atividade

Action

In Make“Permite atualizar as informações de uma atividade.”

This module (Update an Activity) edits a task or meeting that already sits in Moskit, so the CRM reflects what really happened after a call.

When to use it
another tool marks an appointment as moved or finished and you want the Moskit activity to say the same thing.
Watch out
it changes an existing activity, so fetch the right one first with Buscar uma Atividade or Listar Atividades.
Moskit CRM2

Atualizar uma Empresa

Action

In Make“Permite atualizar as informações de uma empresa.”

Keep an account card accurate: Atualizar uma Empresa (Update a Company) overwrites the details of a company record with fresher data from elsewhere.

When to use it
your billing or support tool holds the latest company information and reps keep seeing outdated details in Moskit.
Watch out
an update replaces what reps typed by hand, so map only the fields your source really owns.
Moskit CRM3

Atualizar um Contato

Action

In Make“Permite atualizar as informações de um contato.”

People change jobs, numbers and addresses. Atualizar um Contato (Update a Contact) rewrites a contact record so the next call goes to the right place.

When to use it
a lead updates their details in a form or newsletter tool and the change should reach the CRM without a rep retyping it.
Watch out
pick the contact carefully, since a wrong match overwrites someone else's card.
Moskit CRM4

Atualizar um Negócio

Action

In Make“Permite atualizar as informações de um negócio.”

Atualizar um Negócio (Update a Deal) moves a deal forward with no one opening the CRM, so the pipeline mirrors what happened in your other tools.

When to use it
a quote gets signed or an invoice gets paid elsewhere and the matching Moskit deal should reflect it.
Watch out
run it on one deal at a time; feeding it a list from Listar Negócios updates every deal in that list.
Moskit CRM5

Buscar uma Atividade

Action

In Make“Retorna as informações de uma atividade através do ID.”

Buscar uma Atividade (Get an Activity) returns the full content of a single activity when you already hold its ID, which saves scrolling through the whole list.

When to use it
an earlier module or a stored record gives you the activity ID and the next step needs its details before acting.
Watch out
it works from the ID only; without one, start with Listar Atividades instead.
Moskit CRM6

Buscar uma Empresa

Action

In Make“Obtém as informações de uma empresa através do ID.”

With a company ID in hand, Buscar uma Empresa (Get a Company) brings back that account's record so later modules can reuse its data.

When to use it
a deal or contact points to a company and you need the company details, for instance to fill a document or a message.
Watch out
no ID, no result; Listar Empresas is the way to browse accounts instead.
Moskit CRM7

Buscar um Contato

Action

In Make“Obtém as informações de um contato através do ID.”

Buscar um Contato (Get a Contact) reads one person's full card from Moskit by ID, giving the next module a complete and current set of data to work with.

When to use it
an activity or deal carries a contact ID and you want that person's details before sending a message or updating another tool.
Watch out
it expects an ID, not a name, so map it from a previous module.
Moskit CRM8

Buscar um Negócio

Action

In Make“Obtém as informações de um negócio específico através do ID.”

Need the whole picture of one deal? Buscar um Negócio (Get a Deal) returns that specific deal from its ID, ready to feed a report or a notification.

When to use it
a scenario already knows which deal changed and must read its current state before deciding the next step.
Watch out
like the other Buscar modules, it only finds a deal from its ID.
Moskit CRM9

Criar uma Atividade

Action

In Make“Cria uma nova atividade.”

Criar uma Atividade (Create an Activity) adds a new task, call or meeting in Moskit, which turns an event in another app into a clear next step for a rep.

When to use it
right after a new contact or deal is created, so no lead waits without a planned follow-up.
Watch out
the activity types are your own Moskit setup; Pesquisar Tipos de Atividade shows which ones exist.
Moskit CRM10

Criar uma Empresa

Action

In Make“Cria uma nova empresa.”

Your account list grows by itself: Criar uma Empresa (Create a Company) adds a new company record in Moskit from data collected somewhere else.

When to use it
a signup, a quote request or a new customer in your invoicing tool reveals a business the CRM does not know yet.
Watch out
each run creates a record, so check with Listar Empresas first if the company might already exist.
Moskit CRM11

Criar um Contato

Action

In Make“Cria um novo contato.”

Criar um Contato (Create a Contact) records a new person in Moskit, so every lead from a form, an event list or a chat lands in the CRM on its own.

When to use it
at the start of the pipeline, when someone new raises a hand in another tool.
Watch out
the module creates, it does not merge; a lead who fills the form twice becomes two contacts unless you search Listar Contatos first.
Moskit CRM12

Criar um Negócio

Action

In Make“Cria um novo negócio.”

Criar um Negócio (Create a Deal) opens a new opportunity in your Moskit pipeline, so reps start from a deal instead of a loose note.

When to use it
a quote request, a demo booking or a qualified lead in another tool deserves its own place in the pipeline.
Watch out
create the contact or company first when you want the deal tied to them.
Moskit CRM13

Fazer uma Chamada API

Action

In Make“Executa uma chamada de API autorizada arbitrária.”

When no ready module fits, Fazer uma Chamada API (Make an API Call) sends an authorized request to the Moskit API through your existing connection.

When to use it
you need an operation the other Moskit modules do not cover and you are comfortable reading the Moskit API documentation.
Watch out
this page covers nothing of the Moskit API itself, so check that documentation before building on it.
Moskit CRM14

Listar Atividades

Search

In Make“Retorna uma lista com todas as atividades.”

Listar Atividades (List Activities) returns your Moskit activities, each one as its own bundle, which lets later modules handle them one at a time.

When to use it
copying tasks into a calendar. Or finding, among all your activities, the one you need to update next.
Watch out
every returned bundle runs the modules after it, and each execution counts as an operation on your Make plan.
Moskit CRM15

Listar Contatos

Search

In Make“Retorna uma lista com todos os contatos.”

Get your contacts out of Moskit: Listar Contatos (List Contacts) sends them through the scenario one by one, ready to sync or check.

When to use it
before creating a contact, to see whether that person already exists, or to feed a mailing tool.
Watch out
a large contact base means many bundles and many operations downstream, so add a filter early.
Moskit CRM16

Listar Empresas

Search

In Make“Retorna uma lista com todas as empresas.”

Listar Empresas (List Companies) brings back the companies stored in Moskit, which gives you a base to compare, export or enrich accounts.

When to use it
a new customer appears in your billing tool and you want to know whether the company is already in the CRM.
Watch out
a search can return zero, one or several companies, and the next module runs once per result.
Moskit CRM17

Listar Negócios

Search

In Make“Retorna uma lista com todos os negócios.”

Pull the pipeline into another tool: Listar Negócios (List Deals) returns your Moskit deals as separate bundles, ready for a report or a table.

When to use it
a manager wants the open deals in a spreadsheet or a dashboard without logging into Moskit.
Watch out
placing an update module after it applies that update to every deal returned.
Moskit CRM18

Pesquisar Campos Personalizados

Search

In Make“Permite buscar dados na entidade de Campos Personalizados.”

Pesquisar Campos Personalizados (Search Custom Fields) looks up the custom fields defined in your Moskit account, the extra data your team added on top of the standard records.

When to use it
you are mapping data into a field your company created and need to know how Moskit identifies it.
Watch out
custom fields differ between accounts, so a scenario copied from a colleague may need new mapping.
Moskit CRM19

Pesquisar Tipos

Search

In Make“Pesquisa em Tipos de Telefone, Email e Rede Social.”

Pesquisar Tipos (Search Types) returns the phone, email and social network types set up in Moskit, the labels that qualify each piece of contact data.

When to use it
before creating or updating a contact, when the phone or email must carry the correct type.
Watch out
it reads configuration only; it never touches contacts or companies.
Moskit CRM20

Pesquisar Tipos de Atividade

Search

In Make“Permite buscar dados de Tipos de Atividade.”

Pesquisar Tipos de Atividade (Search Activity Types) lists the kinds of activity your Moskit account uses, such as the categories your team picks for calls or meetings.

When to use it
before Criar uma Atividade, so each new task gets a type that really exists in your setup.
Watch out
an admin who renames types in Moskit can break the mapping of an older scenario.
Need help

Need help automating Moskit CRM with Make?

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FAQ

Moskit CRM and Make: frequently asked questions

01Is the Moskit CRM Make integration free?
Yes, on the Make side. Moskit CRM is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between 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) lower the interval to 1 minute and count usage in credits, meaning operations, each month. On the Moskit side, you need an active account, and its subscription follows Moskit's own pricing page.
02What is needed to connect Moskit CRM to Make?
An active Moskit account and its API key. In Moskit, open the Marketplace module from the left menu, click API publica do Moskit CRM in the Apps section, enable the integration and copy the key it displays. In Make, add a Moskit CRM module, click Create a connection, name it if you wish and paste the key. That single connection then serves all 20 Moskit modules in every scenario you build.
03Does the Moskit CRM Make integration react in real time?
No, because Moskit has no trigger module in Make: nothing in the CRM can start a scenario by itself. You start the flow in one of two ways. Either a trigger from another app opens the scenario, such as a new form entry, or you set a schedule on the first module, every 15 minutes by default. The Free plan keeps at least 15 minutes between scheduled runs, and paid plans can go down to 1 minute.
04What if a Moskit CRM module is missing in Make?
Look at Fazer uma Chamada API first. It sends an authorized request to the Moskit API through your existing connection, which covers operations the ready modules leave out, provided you follow the Moskit API documentation. Note that the documentation Make publishes for this app is AI-generated from Moskit's own docs and may contain mistakes, so check important details with Moskit directly. If the API route feels too technical, another app that already holds the data can often do the job instead, or a Make agency can build that part for you.
05Make or n8n for Moskit CRM: which fits better?
It depends on what you check first. In Make, Moskit CRM comes with 20 ready modules covering contacts, companies, deals and activities, plus a raw API call, all sharing one connection, and the app is available from the Free plan. On n8n, the first step is to verify whether a Moskit node exists before comparing anything. The deciding criteria are the modules you need, how you start the flow and who will maintain the scenario.
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