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OneDeck Make integrationAutomate OneDeck with Make.
Your OneDeck records can stay in step with the rest of your tools. The OneDeck Make integration gives you 10 modules: 8 actions and 2 searches. This page shows how to link your account, build a first scenario and pick the right module for each job.
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What can the OneDeck Make integration do for you?
The OneDeck Make integration lets Make read and write your OneDeck records and documents without code. You build a scenario, the automation Make runs for you, out of modules, each one a single brick: here, an action or a search on your OneDeck account.
New entries land in OneDeck on their own. Put the trigger of another app first, a form or a CRM for instance, then Create Record. Each new entry becomes a OneDeck record, and nobody retypes it.
Stale records get corrected in one pass. Search Records pulls the records that match your filter, and Update Record rewrites them. A sales team can fix a status on many records after a pricing change, for example.
Documents feed other tools. Search Documents and Get Document pass a document's details to the next module, so a report or a message can reuse them.
Know the limits before you start. OneDeck has no trigger in Make, so a scenario starts on its schedule or on another app's event. Its Make documentation also warns that it is AI-generated and may contain mistakes, so test each module with real data. If OneDeck also has an n8n node, read n8n vs Make before choosing. To go further, the Make training covers scenario design, and the Make pricing page explains how operations are counted.
How do you connect your OneDeck account to Make?
- 01
Copy your OneDeck credentials
In OneDeck, open Settings in the main menu, then General. Copy the Account Name and the API key shown on screen. Make needs both to reach your account.
- 02
Add a OneDeck module in Make
Open a scenario, add any OneDeck module and click Create a connection. A connection is your OneDeck account linked to Make once, then reused by every OneDeck module you add.
- 03
Paste the credentials and save
Give the connection a clear label in Connection name if you want, then paste the account name and API key. Save, and Make can now list what your OneDeck account holds.
Your first scenario: refresh OneDeck records in bulk
GoalWhen the scenario runs on its schedule, Make finds the OneDeck records you target and updates each one.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Search for OneDeck and pick Search Records.
- 02
Link your account
Click Create a connection and paste your account name and API key. Then fill the search so it targets only the records you want to change.
- 03
Add Update Record
Click the + on the right of Search Records and choose Update Record. Map the record from the search, then set the new values. Each record found is a bundle, one item passed to the next module.
- 04
Test with Run once
Click Run once. Make runs the scenario one time and shows the bundles each module received. Check in OneDeck that the right records changed, and only those.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default; pick the schedule that suits you, then switch the scenario on.
What each OneDeck module does
OneDeck gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create Record
ActionIn the docs onlyYou get a fresh OneDeck record built from data that already sits in another tool, with no copy and paste. Make fills it from the modules placed before it.
Document Published
ActionIn the docs onlyIts name suggests it deals with OneDeck documents once they are published. It is listed as an action, not a trigger, and the documentation does not say what it returns, so that reading is a deduction.
Get Document
ActionIn the docs onlyGet Document hands the next module the details of one OneDeck document you already know. That makes it the step that turns a reference into content you can map.
Get Record
ActionIn the docs onlyWith Get Record, your scenario reads the full content of a single OneDeck record and can reuse every value in later modules, such as an email or a spreadsheet row.
Make an API Call
ActionIn the docs onlyWhen the listed modules stop short, this one lets you call any endpoint of the OneDeck API from the scenario, with the connection you already set up. No new credentials are needed.
Record Created
ActionIn the docs onlyRecord Created is tied, by its name, to records newly added in OneDeck. It is listed as an action, not a trigger, and the documentation does not describe its output, so treat it as a step inside a running scenario.
Record Updated
ActionIn the docs onlyIts name points to OneDeck records that have changed, which helps when a scenario must react to edits. It is listed as an action, and no official description says what it sends back.
Search Documents
SearchIn the docs onlySearch Documents gives you the list of OneDeck documents that match what you look for, so later modules can work through them. It can return zero, one or several documents.
Search Records
SearchIn the docs onlySearch Records returns the OneDeck records that match your criteria, ready to be updated, copied or sent elsewhere. The result may be empty, a single record or many.
Update Record
ActionIn the docs onlyUpdate Record keeps an existing OneDeck record accurate by writing new values into it, instead of adding a duplicate next to it.
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