Resources · Make integration

ProfitWell Make integrationAutomate ProfitWell with Make.

What if every signed deal showed up in ProfitWell without anyone typing it in? The ProfitWell Make integration gives you 14 modules: 11 actions and 3 searches on plans, subscriptions, customers and users. This guide connects your account and walks you through a first working scenario.

Try the ProfitWell integration on MakeSee the 14 modules

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What you can automate

What can the ProfitWell Make integration do for you?

The ProfitWell Make integration lets Make write to and read from your ProfitWell account: create or update subscriptions, manage plans, look up customers. You build it as a scenario, which is the automation you assemble in Make, one module (one brick) at a time, with no code.

Subscriptions that follow your sales. A deal closes in your CRM, and Create a Subscription records it in ProfitWell. Your sales team keeps working in the CRM; ProfitWell gets the data without a second entry.

Cancellations and comebacks, handled. When support confirms a cancellation, Churn a Subscription logs it. If the customer returns, Un-churn Subscription brings the subscription back. Upgrades go through Update a Subscription.

A clean export for reporting. List Customers and List Subscriptions pull records out of ProfitWell so you can copy them into a spreadsheet or a base, for instance with the Airtable Make integration.

Churn simply means a customer who leaves. One limit to know up front: ProfitWell has no trigger module in Make, so it never starts a scenario by itself. Another app, or Make's schedule, has to kick things off. The official Make doc for ProfitWell also flags itself as AI-generated, so double-check field details in your ProfitWell account.

ProfitWell also has a node in n8n. If you are weighing both tools, read the ProfitWell n8n integration page and the n8n vs Make comparison.

Connect

How do you connect ProfitWell to Make?

  1. 01

    Copy your Private Token in ProfitWell

    In ProfitWell, open Account Settings, then the Integrations tab. Click the ProfitWell API data connection card and copy the token labeled Private Token. That token is your API key.

  2. 02

    Add a ProfitWell module and create the connection

    In your Make scenario, add any ProfitWell module and click Create a connection. A connection is your ProfitWell account linked to Make once; every ProfitWell module in your scenarios reuses it.

  3. 03

    Paste the token and save

    Give the connection a clear label in Connection name if you like (it is optional), paste your Private Token, and save. Make can now act on your ProfitWell data.

First scenario

Your first scenario: log new customers in ProfitWell

GoalWhen a deal is marked as won in your CRM, Make creates the matching subscription in ProfitWell.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick your CRM and its module that spots a won deal. That module starts everything.

  2. 02

    Add Create a Subscription

    Click the + on the right of the CRM module, search for ProfitWell and pick Create a Subscription. Choose the connection you set up earlier.

  3. 03

    Map the deal data

    Fill the fields Make shows by dragging in values from the CRM module. Each deal travels as a bundle, meaning one item passed from a module to the next.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundle each module received. Open ProfitWell and check that the subscription appeared.

  5. 05

    Schedule and switch it on

    Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. From then on, new won deals reach ProfitWell without you.

Modules

The 14 ProfitWell modules, explained

ProfitWell gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

ProfitWell1

Churn a Subscription

Action

In Make“Removes a subscription.”

Removes a subscription from ProfitWell, which is exactly how the Make directory describes it. A subscription is the recurring plan a customer pays for; churn is the word for that customer leaving.

When to use it
a customer confirms a cancellation in your support or billing tool, and ProfitWell should register it without anyone retyping it.
Watch out
feed it confirmed cancellations only, and test it with Run once on a test subscription before switching the scenario on.
ProfitWell2

Create a New Plan

Action

In Make“Creates a new plan.”

Adds a plan to your ProfitWell account from inside a scenario, so a new offer exists there before the first customer lands on it.

When to use it
your team launches a new tier in the product catalog and you want ProfitWell to have it ready.
Watch out
run List Plans or Get a Plan first, otherwise a scenario that fires twice can leave you with two copies of the same plan.
ProfitWell3

Create a Subscription

Action

In Make“Creates a subscription.”

Opens a new subscription in ProfitWell with the data coming from the previous module. It is the natural module to try first, because it turns a sale made elsewhere into a ProfitWell record.

When to use it
right after a signed contract, a won deal or a paid checkout in another app.
Watch out
test it with Run once before switching the scenario on, since every run creates a real subscription.
ProfitWell4

Delete a User

Action

In Make“Deletes a user.”

Removes a user from your ProfitWell account. Where the churn modules act on a subscription, this one goes after the person's record itself.

When to use it
a record was created in error, or a data deletion request has to be carried through to ProfitWell.
Watch out
a delete does not come back. Put a filter or a Get a Customer check in front of it so the scenario only removes the right person.
ProfitWell5

Get a Customer

Action

In Make“Gets a customer.”

Fetches a single customer from ProfitWell so the next modules can use their details. You give it one customer and it returns that one record.

When to use it
before updating or deleting someone, to confirm the scenario is pointing at the right account.
Watch out
it needs to know which customer you mean; if you are not sure yet, List Customers is the better starting point.
ProfitWell6

Get a Plan

Action

In Make“Gets a plan.”

Reads one plan from ProfitWell and hands its details to the rest of the scenario. Handy when a later module needs information about the offer a customer picked.

When to use it
checking that a plan already exists before you attach a subscription to it or create it again.
Watch out
it targets one plan you already identify; to browse every plan on the account, use List Plans instead.
ProfitWell7

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Your way out when none of the ready-made ProfitWell modules covers what you need. It calls any endpoint of the ProfitWell API, reusing the same connection, so there is no second login to set up.

When to use it
you found an action in the ProfitWell API documentation that has no ready-made module in Make.
Watch out
you write the request yourself, so keep the ProfitWell API documentation open next to the module while you fill it.
ProfitWell8

Un-churn Subscription

Action

In Make“Un-churns a subscription.”

Brings a churned subscription back to life in ProfitWell. It is the counterpart of Churn a Subscription, and the clean way to record a customer who returns.

When to use it
a former customer reactivates their account, or a cancellation was logged by mistake and needs undoing.
Watch out
point it at the churned subscription itself; Create a Subscription would open a new one instead.
ProfitWell9

Update a Plan

Action

In Make“Updates a plan.”

Changes an existing plan in ProfitWell, so the account keeps matching what you actually sell once an offer evolves.

When to use it
a tier changes in your catalog and ProfitWell should follow the same change.
Watch out
the change applies to a plan other subscriptions may already use; check with Get a Plan that you are editing the right one before the scenario goes live.
ProfitWell10

Update a Subscription

Action

In Make“Updates a subscription.”

Edits a subscription that already exists in ProfitWell. Upgrades, downgrades and plan switches all go through here, without closing and reopening anything.

When to use it
a customer moves to a bigger plan in your billing tool and ProfitWell should show the new state.
Watch out
if the customer is leaving for good, reach for Churn a Subscription instead; an update keeps the subscription running.
ProfitWell11

Update a User

Action

In Make“Updates a user.”

Corrects or completes the details of a user in ProfitWell. The record stays in place, so you fix it rather than rebuild it.

When to use it
a customer updates their details in your CRM and ProfitWell should carry the same information.
Watch out
run Get a Customer first when you are unsure which record matches, so the edit lands on the right person.
ProfitWell12

List Customers

Search

In Make“Lists all customers.”

Pulls customers out of ProfitWell as a set of bundles, one per customer. Each module that follows then runs once per bundle, and every run is an operation, the unit Make counts on your plan.

When to use it
exporting your customer base to a spreadsheet, or finding someone when you don't have their ProfitWell reference.
Watch out
a long list means many operations downstream; add a filter before costly modules.
ProfitWell13

List Plans

Search

In Make“Lists all plans.”

Returns all the plans defined in your ProfitWell account, one bundle each. A quick way to see your whole offer from inside Make.

When to use it
before Create a New Plan, to check the plan does not exist yet, or to keep a price list elsewhere aligned with ProfitWell.
Watch out
it may return zero, one or several plans, so the next module has to cope with each case.
ProfitWell14

List Subscriptions

Search

In Make“Lists all subscriptions.”

Brings back the subscriptions stored in ProfitWell, each one as its own bundle, ready to be sorted, filtered or copied elsewhere.

When to use it
a finance teammate wants the subscription list in a shared sheet, or you need to find one subscription before updating it.
Watch out
with many subscriptions, the modules placed after it run many times; aggregate or filter the results first.
Need help

Need help automating ProfitWell with Make?

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FAQ

ProfitWell and Make: common questions

01Is the ProfitWell Make integration free?
Yes, on the Make side. ProfitWell is a standard app, available from the Free plan. That plan gives you 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams, Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in credits (operations) each month. You still need your own active ProfitWell account; its terms are on the ProfitWell pricing page.
02What do you need to connect ProfitWell to Make?
An active ProfitWell account and its API key. In ProfitWell, open Account Settings, go to the Integrations tab, click the ProfitWell API data connection card and copy the Private Token. Then, in Make, add any ProfitWell module, click Create a connection, optionally name it, paste the token and save. The connection is stored once and reused by all your ProfitWell modules, so you never paste the token again for a new scenario.
03Can a ProfitWell event trigger a Make scenario in real time?
No. ProfitWell has no trigger module in Make, neither scheduled nor instant, so it cannot start a scenario on its own. You start the scenario another way. Either another app fires it, such as your CRM or billing tool, instantly if that app offers an instant trigger. Or you set a schedule on the first module: every 15 minutes by default, 15 minutes at the shortest on the Free plan, 1 minute on paid plans. ProfitWell modules then do the work further down the chain.
04What if a ProfitWell module you need is missing?
Use Make an API Call. It is one of the 14 ProfitWell modules and can reach any endpoint of the ProfitWell API with the connection you already have. It asks for a bit more care than a ready-made module, because you write the request yourself from the ProfitWell API documentation. Also keep in mind that the Make doc for ProfitWell says its content is AI-generated and may contain mistakes, so verify important details against ProfitWell itself.
05Make or n8n for ProfitWell?
It depends on the tool your team already uses. ProfitWell is available in both: Make offers the 14 modules described here, a Free plan to start and Make an API Call for anything those modules leave out, while n8n has its own ProfitWell node with a dedicated page on this site. Neither choice changes what ProfitWell stores. Pick the platform where your other automations already live, so your team maintains a single tool rather than two.
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