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myCRMSIM Make integrationAutomate myCRMSIM with Make.
What happens to a message that lands in myCRMSIM while nobody is looking? The myCRMSIM Make integration gives you 1 trigger and 2 actions to catch inbound messages and answer them. This page walks you through the connection and a first working scenario.
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What can the myCRMSIM Make integration do for you?
The myCRMSIM Make integration links your myCRMSIM account to Make, so messages can move without copy and paste. You build a scenario, which is the automation itself: a chain of modules, where each module is one brick such as a trigger or an action. myCRMSIM brings 3 modules to that chain.
Nobody misses an incoming message. Watch new inbound message picks up each new message on the scenario's schedule, and Send a message passes it on to the person who should handle it. That is the scenario built step by step further down.
Replies go out from other tools. Start the flow from another app, a form or a spreadsheet row for instance, and let Send a message deliver the text through myCRMSIM. The 123FormBuilder Make integration shows what such a starting point looks like.
Anything the list does not cover. Make an API call reaches any endpoint of the myCRMSIM API with the connection you already have, which helps given how short the module list is.
Know the limits before you start: Make's own documentation says it cannot fully document myCRMSIM, because too little public information exists about the app. Expect to test each module with Run once rather than rely on a field reference. The same app may also exist as an n8n node; the n8n vs Make page lays out how the two tools differ, and the Make training covers the editor from scratch.
How do you connect myCRMSIM to Make?
- 01
Add a myCRMSIM module
In your scenario, add any myCRMSIM module and click Create a connection. A connection is your myCRMSIM account linked to Make once; every myCRMSIM module of your scenarios reuses it afterwards.
- 02
Name it and authorize
Give the connection a name you will recognize later, which is optional but handy with several accounts. Then either authorize Make on the myCRMSIM page that opens, or paste the key myCRMSIM gives you, depending on what the window asks for.
- 03
Save and check the module
Click Save. The connection now appears in the module's dropdown, and you can fill the rest of the module. If Make can read lists from your account, it offers them there instead of asking you to type values.
Build your first scenario with myCRMSIM
GoalWhen a new inbound message reaches myCRMSIM, Make sends a message to the colleague in charge.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big + in the middle of the editor to place the first module.
- 02
Place the trigger
Search for myCRMSIM, pick Watch new inbound message and select the connection you created, or click Create a connection if you skipped that part.
- 03
Add Send a message
Click the + on the right of the trigger and choose Send a message. Map the text of the inbound message into it, and set the colleague who should receive it.
- 04
Test with Run once
Send a test message to your myCRMSIM account, then click Run once. Open the bubble above each module to read the bundle, meaning the single message, it received.
- 05
Schedule and switch on
Click the clock on the trigger to set how often Make checks, every 15 minutes by default, then switch the scenario on. It now runs by itself.
What starts a myCRMSIM scenario
1 module starts a scenario when something happens in myCRMSIM. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by myCRMSIM as soon as it happens.
Watch new inbound message
triggerIn the docs onlyThis trigger gives your scenario a starting point each time a message comes into myCRMSIM, so the rest of the chain can route or answer it. Each message becomes one bundle for the next module.
What the myCRMSIM modules do
myCRMSIM gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Make an API call
ActionIn the docs onlyWith this action you reach any endpoint of the myCRMSIM API from your scenario, and you keep the connection you already set up, so there is no second login to manage.
Send a message
ActionIn the docs onlyHere is the action that lets your scenario speak: it sends a message through your myCRMSIM account, filled with data mapped from earlier modules.
Need help automating myCRMSIM with Make?
A person reads every message.