Resources · Make integration

Platformly Make integrationAutomate Platformly with Make.

Can Make keep your Platformly contacts, tags and notes current while you work on campaigns? The Platformly Make integration offers 10 modules: 1 scheduled trigger, 7 actions and 2 searches. This guide helps marketers connect the account and build a first scenario.

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What you can automate

What does the Platformly Make integration let you automate?

The Platformly Make integration links your Platformly account to Make, a visual tool where you build a scenario (the automation itself, a chain of modules) without writing code. Each module is one brick: it watches your contacts, creates or updates them, adds or removes tags, writes a note or looks a person up.

New buyers land in your lists on their own. Put another app's trigger first, such as your online store or a signup form, then Add a Contact and Add a Tag: each buyer becomes a Platformly contact carrying the tag that starts the right follow-up.

Your sales team sees every conversation. When a call or a support ticket closes in another tool, Get a Contact finds the person and Add a Note writes a short summary on the record, so nobody pastes it in by hand.

Other tools mirror Platformly. Watch Contacts picks up new and updated contacts and passes each one, as a bundle (one item moving from module to module), to a CRM or spreadsheet module in the next step.

Know the limits before you start. Watch Contacts is scheduled, so Make checks Platformly on the scenario's schedule rather than the moment a contact changes, and the ready-made modules cover contacts, tags and notes only. For anything else, Make an API Call reaches the rest of the Platformly API. If you are weighing n8n as well, the n8n vs Make comparison sets the two side by side, and the Make training walks through the editor from the first click.

Connect

How do you connect Platformly to Make?

  1. 01

    Create your Platformly API key

    In Platformly, hover over your name at the top right, open API Docs & Keys and click the blue plus button. Name the key, add IP restrictions only if your setup requires them, click Submit and copy the key shown on screen.

  2. 02

    Add a Platformly module in Make

    Open your scenario in Make, add any Platformly module and click Create a connection. The connection is your Platformly account linked to Make once, then reused by every Platformly module you add later.

  3. 03

    Paste the key and confirm

    Type a label in Connection name if you want to recognize the account later, such as the brand it belongs to. Paste the API key you copied and confirm: Make can now read and write your Platformly contacts.

First scenario

Build your first Platformly scenario

GoalWhen a new buyer shows up in your store, Make creates the contact in Platformly and tags it for the right follow-up.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Pick the trigger of the app where your buyers arrive, such as your store.

  2. 02

    Add the Platformly contact

    Click the + on the right of that trigger, search Platformly and choose Add a Contact. Link your account with Create a connection, then map the buyer details from the first module.

  3. 03

    Tag the new contact

    Add one more module after it, Add a Tag. Map the contact returned by Add a Contact and pick the tag Make lists for your account, the one that starts your follow-up.

  4. 04

    Test with Run once

    With a test purchase ready in your store, click Run once. Open the bubble above each module to read the bundles it received, then check the new contact and its tag in Platformly.

  5. 05

    Schedule and switch it on

    Use the clock on the first module to set the schedule: a new scenario runs every 15 minutes by default. Switch the scenario on, and each new buyer now reaches Platformly already tagged.

Triggers

What starts a Platformly scenario?

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

Platformly1Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Returns new and updated contacts.”

Watch Contacts hands your scenario every Platformly contact that is new or has just changed, one bundle per person, so the next modules can copy, notify or enrich it.

How it fires
scheduled. Make checks the app on the scenario's schedule, every 15 minutes by default, so it does not react the second a contact is edited.
When to use it
when another tool, such as a CRM or a shared spreadsheet, must reflect your Platformly list without anyone exporting it.
Watch out
updated contacts come through as well, so a scenario that edits the same people with Update a Contact or Add a Tag can pick up its own changes on the next run and go round in circles.
Modules

What can you do with Platformly in Make?

Platformly gives you 9 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Platformly1

Add a Contact

Action

In Make“Creates a new contact.”

Add a Contact creates a fresh record in Platformly from data that started somewhere else, so a lead or buyer joins your marketing base without a manual import.

When to use it
right after a form submission, a purchase or a signup in another app, when the person is not in Platformly yet.
Watch out
if the person may already exist, look them up first with List contacts or Get a Contact and send known people to Update a Contact instead.
Platformly2

Add a Note

Action

In Make“Adds a note to contact.”

Add a Note writes a piece of context on a contact's record, so whoever opens it in Platformly sees what happened elsewhere: a call summary, a support reply, a survey answer.

When to use it
when a conversation in another tool deserves to stay visible next to the person, without touching any of their details.
Watch out
the note goes onto one contact, so map a contact from an earlier module, typically Get a Contact or Add a Contact.
Platformly3

Add a Tag

Action

In Make“Adds a tag”

Tags are how Platformly sorts people, and Add a Tag puts one on a contact from inside your scenario, so your campaigns can rely on a label that matches what the person just did.

When to use it
after a purchase, a webinar signup or a download, to mark the contact with the behavior your campaigns care about.
Watch out
each tagged contact costs one operation, so a List contacts step feeding this module multiplies the count on your plan.
Platformly4

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call opens any part of the Platformly API that the nine other modules leave out, using the connection you already set up, with no second key to create.

When to use it
when you need something beyond contacts, tags and notes, or an option the ready-made modules do not offer.
Watch out
you write the request yourself, so keep the Platformly API documentation open to check the endpoint and what it expects before you click Run once.
Platformly5

Remove All Tags

Action

In Make“Removes all tags from a contact.”

Remove All Tags clears every label on a contact in a single step and gives you a blank slate, instead of taking tags off one by one.

When to use it
when someone unsubscribes, becomes a customer or restarts a journey, and none of their old tags should drive a campaign anymore.
Watch out
the tags you still need go as well. Put them back with Add a Tag in the next module, or use Remove a Tag when only one label has to go.
Platformly6

Remove a Tag

Action

In Make“Removes a tag from contact.”

Remove a Tag takes one label off a contact and leaves the others in place, so your segments stay accurate once one stage of the journey is over.

When to use it
when a trial converts, an abandoned cart is completed or an event is over, and the tag tied to that stage should drop.
Watch out
the module acts on one exact contact, so pass it from Get a Contact or from the trigger rather than typing it by hand.
Platformly7

Update a Contact

Action

In Make“Updates contact.”

Update a Contact rewrites the details of someone already in Platformly, so the record keeps pace with what changes in your CRM, store or billing tool.

When to use it
when a person's details change in another app and Platformly should show the same information to your marketing team.
Watch out
an update counts as a changed contact for Watch Contacts, so keep this module out of a scenario that Watch Contacts starts, or it can end up feeding itself.
Platformly8

Get a Contact

Search

In Make“Returns a contact by Contact ID.”

Get a Contact fetches one specific person from Platformly by their Contact ID, so the following modules read their details or act on the right record.

When to use it
when an earlier step already carries that ID, for example a value your CRM stores next to each person.
Watch out
without the ID this module has nothing to look for; List contacts returns a set of people you can work through instead.
Platformly9

List contacts

Search

In Make“Lists contacts.”

List contacts brings back a batch of Platformly contacts, each as its own bundle, so the rest of the scenario can process your base in bulk.

When to use it
for a one-off cleanup, an export to a spreadsheet or a check across your base that Watch Contacts, which only sees new and changed people, cannot give you.
Watch out
every contact returned runs through each following module, and each of those runs is an operation on your plan.
Need help

Need help automating Platformly with Make?

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FAQ

Platformly and Make: common questions

01Is the Platformly Make integration free?
Yes. Platformly is a standard app in Make, so it works on the Free plan. That plan allows 2 active scenarios, a scheduled run at most every 15 minutes, 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, lift the cap on active scenarios and allow 40 minutes per run. Make counts usage in operations, one for each module run on one bundle. You still need an active Platformly account with its own subscription.
02What do you need to connect Platformly to Make?
An active Platformly account and an API key. You create the key in Platformly: hover over your name at the top right, open API Docs & Keys, click the blue plus button, name the key and submit it. Then add any Platformly module to a scenario, click Create a connection, give the connection a name if you like and paste the key. Nothing else is needed on the Make side, and that single connection serves all 10 Platformly modules.
03Does the Platformly trigger in Make work in real time?
No. Watch Contacts is a scheduled trigger: Make asks Platformly for new and updated contacts on the scenario's schedule, every 15 minutes by default. On the Free plan, 15 minutes is also the shortest interval, while paid plans go down to 1 minute. Platformly has no instant trigger in Make, the kind an app fires through a webhook the moment something happens. A contact edited just after a check therefore reaches your scenario at the following one.
04What if a Platformly module is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the Platformly API with the connection you already have, which covers what the ready-made modules leave out beyond contacts, tags and notes. You take the endpoint and its parameters from the Platformly API documentation. Keep in mind that the Make documentation for Platformly is AI-generated from the vendor's docs and may contain mistakes, so confirm important details with Platformly directly.
05Should you use Make or n8n for Platformly?
It depends on where your team already builds. In Make, Platformly comes with 10 ready-made modules, a scheduled trigger and Make an API Call, all available on the Free plan in a visual editor. n8n also offers nodes for many apps, so if your other workflows already run there, check whether a Platformly node covers the steps you need. The fair test is to list the modules your scenario requires and see which tool offers them, rather than picking by name.
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