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Qualiobee Make integrationAutomate Qualiobee with Make.
What if learners, sessions and trainers kept themselves up to date? The Qualiobee Make integration gives you 52 modules: 3 triggers, 29 actions and 20 searches. This guide is for training teams new to Make, and it walks you from the connection to a first working scenario.
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What can the Qualiobee Make integration do?
The Qualiobee Make integration links your Qualiobee account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger, an action or a search. Make then reads and writes customers, learners, sessions, trainers and the rest of your training records without anyone retyping them.
Learners created from sign-ups. A form or a CRM in another app collects the enrollment, and Create Learner adds the person to Qualiobee. Pair it with Create Convocation when the learner also needs a convocation for a session.
Other tools told about changes. Watch Updated Records spots edits in Qualiobee and passes them to a spreadsheet, a chat channel or your invoicing app, so the rest of the team works from the same data.
Clean catalog lookups. Fetch many Formation and Fetch many Session pull lists you can filter and send to a report, while the Fetch one modules read a single record from its UUID.
Know the limits before you start. All 3 triggers are scheduled, none is instant. Conventions can be updated and read, but no module creates or deletes one. And Make itself says its Qualiobee documentation is limited, so test each module with real data. For a broader view of the tool, read the Make review; if you are weighing another platform, the n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted.
How do you connect Qualiobee to Make?
- 01
Add a Qualiobee module
In your scenario, click the +, search for Qualiobee and pick any of its modules. The first time, Make shows a Create a connection button: the connection is your Qualiobee account linked to Make once, then reused by every Qualiobee module.
- 02
Name it and authorize Make
Give the connection a name if you like, handy when you run several Qualiobee accounts. Then follow what Qualiobee asks: either approve Make on its authorization page, or paste the key Qualiobee gives you.
- 03
Save and check the fields
Click Save. Back in the module, Make can now list what it reads from your account. If the fields fill with your own records, the link works and you can move on to your scenario.
Your first scenario: turn a sign-up into a Qualiobee learner
GoalWhen a new sign-up lands in another app, Make creates the matching learner in Qualiobee.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big +. This first module is where the sign-up comes from: your form tool, your CRM or a sheet.
- 02
Set up the source module
Pick the module of that other app that watches new entries, connect its account and choose the form or list to follow. Each new sign-up will reach Make as one bundle, one item passed along the chain.
- 03
Add Create Learner
Click the + on the right of the first module, search for Qualiobee and choose Create Learner. Select your Qualiobee connection, or create it now with Create a connection.
- 04
Map the sign-up data
Fill the learner fields by clicking the values coming from the first module, whatever your form collects. No need to type anything by hand, Make shows the data it received.
- 05
Test with Run once
Submit a test sign-up, then click Run once. Open the bubbles above each module to read the bundles, and check in Qualiobee that the learner now exists with the right details.
- 06
Schedule and switch it on
Click the clock on the first module to set the schedule, every 15 minutes by default, 15 minutes at the shortest on the Free plan. Then switch the scenario on so it runs without you.
What can start a Qualiobee scenario?
3 modules start a scenario when something happens in Qualiobee. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Qualiobee as soon as it happens.
Watch Created Records
Scheduled triggerIn Make“Triggers when a record is created.”
Watch Created Records opens your scenario each time Make finds a record that did not exist in Qualiobee at the previous check. Every new record becomes one bundle, the item handed to the next module, so it can be copied, announced or enriched elsewhere without anyone retyping it.
Watch Deleted Records
Scheduled triggerIn Make“Triggers when a record is deleted.”
Watch Deleted Records tells your scenario that something has disappeared from Qualiobee, so the copies you keep in other tools do not live on after the original is gone. It is the trigger that keeps a mirror sheet or a CRM honest.
Watch Updated Records
Scheduled triggerIn Make“Triggers when a record is updated.”
Watch Updated Records starts a run whenever an existing Qualiobee record has been edited since the last check. That makes it the trigger for keeping other apps in step when a date moves, a trainer changes or a customer's details get corrected.
What can Make do inside Qualiobee?
Qualiobee gives you 49 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Create Convocation
- Create Customer
- Create Formation
- Create Learner
- Create Location
- Create Module
- Create Session
- Create Session Date
- Create Trainer
- Custom request
- Delete Convocation
- Delete Customer
- Delete Formation
- Delete Learner
- Delete Location
- Delete Module
- Delete Session
- Delete Session Date
- Delete Trainer
- Update Convention
- Update Convocation
- Update Customer
- Update Formation
- Update Learner
- Update Location
- Update Module
- Update Session
- Update Session Date
- Update Trainer
- Fetch many Convention
- Fetch many Convocation
- Fetch many Customer
- Fetch many Formation
- Fetch many Learner
- Fetch many Location
- Fetch many Module
- Fetch many Session
- Fetch many SessionDate
- Fetch many Trainer
- Fetch one Convention
- Fetch one Convocation
- Fetch one Customer
- Fetch one Formation
- Fetch one Learner
- Fetch one Location
- Fetch one Module
- Fetch one Session
- Fetch one SessionDate
- Fetch one Trainer
Create Convocation
ActionIn Make“Creates a new convocation.”
Create Convocation produces the convocation that tells a learner to attend, straight from your scenario. Nobody has to open Qualiobee and fill the form each time a place is confirmed.
Create Customer
ActionIn Make“Creates a new customer.”
Create Customer opens a new customer account in Qualiobee from data that already lives elsewhere, typically a company that just signed. Your sales pipeline and your training records then start from the same details.
Create Formation
ActionIn Make“Creates a new formation.”
Create Formation adds a new training program to your Qualiobee catalog. It saves rebuilding the same course sheet by hand when the content is already written in another tool.
Create Learner
ActionIn Make“Creates a new learner.”
Create Learner registers a person as a learner in Qualiobee, filled with the data your form or CRM already collected. It is the module behind most enrollment scenarios, and the one used in the first scenario above.
Create Location
ActionIn Make“Creates a new location.”
Create Location records a new venue in Qualiobee, the place where sessions will take place. Adding it from a scenario keeps your list of rooms and addresses in line with the one your logistics team maintains elsewhere.
Create Module
ActionIn Make“Creates a new module.”
Create Module adds one of Qualiobee's own modules, a record of the app that has nothing to do with the modules of a Make scenario. The naming clash is worth remembering when you read the editor, as both words appear side by side.
Create Session
ActionIn Make“Creates a new learning session.”
Create Session schedules a new learning session in Qualiobee, the actual run of a program that learners will attend. From Make, it lets a planning decision taken elsewhere turn into a bookable session without double entry.
Create Session Date
ActionIn Make“Creates a new learning session date.”
Create Session Date adds one date to an existing learning session, so a multi-day program gets its calendar filled in from your scenario. Each bundle that reaches it produces one date.
Create Trainer
ActionIn Make“Creates a new trainer.”
Create Trainer adds a trainer profile to Qualiobee, so the person can be assigned to sessions as soon as their contract is signed. It spares the admin team a second round of typing.
Custom request
ActionIn Make“The universal module”
Custom request is the universal module of the Qualiobee app, the one to reach for when no named module covers what you need. It stays inside your existing connection, so you do not set up a second link.
Delete Convocation
ActionIn Make“Deletes a convocation.”
Delete Convocation removes a convocation from Qualiobee, which keeps your records clean when a learner drops out and the notice should no longer stand. The scenario does it for you once the cancellation is recorded elsewhere.
Delete Customer
ActionIn Make“Deletes a customer.”
Delete Customer takes a customer account out of Qualiobee. Most teams use it rarely, when a duplicate needs to go or a client record created by mistake must disappear from lists and reports.
Delete Formation
ActionIn Make“Deletes a formation.”
Delete Formation removes a whole training program from the Qualiobee catalog, which makes it the heaviest delete on this page and rarely the right tool for everyday cleanup.
Delete Learner
ActionIn Make“Deletes a learner.”
Delete Learner erases a learner record from Qualiobee, for instance after a request to remove someone's data that arrives through your support desk. The scenario carries out the removal, so nobody has to open Qualiobee.
Delete Location
ActionIn Make“Delete a location.”
Delete Location drops a venue from Qualiobee so that nobody schedules a session in a room you no longer use. It keeps the location picker short and current.
Delete Module
ActionIn Make“Deletes a module.”
Delete Module removes one of Qualiobee's own modules, the app record, not a brick of your Make scenario. Keep that distinction in mind: this step deletes data in Qualiobee, it does not tidy up the editor.
Delete Session
ActionIn Make“Delete a learning session.”
Delete Session cancels a learning session in Qualiobee by removing it entirely. It fits scenarios that react to a cancellation decided in another tool, so the session stops showing up anywhere.
Delete Session Date
ActionIn Make“Deletes a new learning session date.”
Delete Session Date removes one day from a session's calendar while the session itself stays in place. It is the precise tool when a single date is dropped rather than the whole program.
Delete Trainer
ActionIn Make“Deletes a trainer.”
Delete Trainer removes a trainer profile from Qualiobee. Use it with care: it is meant for profiles that should never have existed, such as a duplicate or a test entry, more than for trainers who simply stop working with you.
Update Convention
ActionIn Make“Updates a convention.”
Update Convention edits an existing convention, the training agreement stored in Qualiobee. It is the only way this app lets Make write to conventions: there is no module to create or delete one.
Update Convocation
ActionIn Make“Updates a convocation.”
Update Convocation corrects a convocation that already exists instead of deleting and recreating it. The learner's history stays in one record while the details change.
Update Customer
ActionIn Make“Updates a customer.”
Update Customer keeps a Qualiobee customer in step with the version your sales or billing tool holds. When a client's details change there, Make writes the change here.
Update Formation
ActionIn Make“Updates a formation.”
Update Formation edits a program already in your Qualiobee catalog, so a change approved elsewhere reaches Qualiobee without a second edit.
Update Learner
ActionIn Make“Updates a learner.”
Update Learner changes the details of a learner who already exists in Qualiobee. It spares you a new record each time a learner's contact details move.
Update Location
ActionIn Make“Updates a location.”
Update Location edits a venue that Qualiobee already knows, so sessions keep pointing to the same place while its details change. A moved entrance or a new room name no longer means a new record.
Update Module
ActionIn Make“Updates a module.”
Update Module edits one of Qualiobee's own modules, the app record, as opposed to a brick of the Make editor. It lets content revised in another tool land on the existing record rather than a copy.
Update Session
ActionIn Make“Updates a learning session.”
Update Session edits a learning session that is already planned. Changes decided in your planning tool reach Qualiobee without anyone reopening the session by hand.
Update Session Date
ActionIn Make“Updates a new learning session date.”
Update Session Date moves or corrects a single date of a session, while the other days of the same session stay untouched. It is the right grain when only one day shifts.
Update Trainer
ActionIn Make“Updates a trainer.”
Update Trainer refreshes a trainer profile in Qualiobee with the details held in your HR tool or a trainer form. The profile stays the same record, so past sessions keep their link to it.
Fetch many Convention
SearchIn Make“Fetches many conventions.”
Fetch many Convention lists training agreements from Qualiobee, each one arriving as a separate bundle. It turns your conventions into rows you can send to a report or loop through with other modules.
Fetch many Convocation
SearchIn Make“Fetches many convocations.”
Fetch many Convocation retrieves a batch of convocations so you can check, export or act on them together. It suits follow-up work more than the moment a convocation is issued.
Fetch many Customer
SearchIn Make“Fetches many customers.”
Fetch many Customer returns the customer accounts held in Qualiobee, ready to compare with your CRM or to copy into a sheet. It is also the check that prevents a second account for a company you already serve.
Fetch many Formation
SearchIn Make“Fetches many formations.”
Fetch many Formation pulls your training programs out of Qualiobee, one bundle per program. With it, a website page, a price list or a catalog export can be rebuilt from the source instead of retyped.
Fetch many Learner
SearchIn Make“Fetches many learners.”
Fetch many Learner searches the learners in Qualiobee and hands each match to the next module. It answers the question every enrollment scenario should ask first: is this person already in the system?
Fetch many Location
SearchIn Make“Fetches many locations.”
Fetch many Location lists the venues stored in Qualiobee. It gives your logistics team a live view of rooms and addresses and gives your scenarios a way to find a venue's UUID by its name.
Fetch many Module
SearchIn Make“Fetches many modules.”
Fetch many Module retrieves Qualiobee's own modules, the content records of the app, not the bricks of your scenario. Use it to inventory what exists before creating or editing anything.
Fetch many Session
SearchIn Make“Fetches many learning sessions.”
Fetch many Session returns the learning sessions planned in Qualiobee. It is the base for any overview of upcoming intakes, whether that lands in a sheet, a dashboard or a message to the team.
Fetch many SessionDate
SearchIn Make“Fetches many learning session dates.”
Fetch many SessionDate lists the individual dates of learning sessions, the level at which a calendar actually works. Each date comes out as its own bundle, ready to become a calendar event elsewhere.
Fetch many Trainer
SearchIn Make“Fetches many trainer.”
Fetch many Trainer brings back the trainer profiles held in Qualiobee. A staffing sheet, a directory or a check for duplicates can then be built from the same source your admin team maintains.
Fetch one Convention
SearchIn Make“Fetches one convention by uuid.”
Fetch one Convention reads a single training agreement from its UUID and returns its full details. It is precise where Fetch many Convention is broad: one identifier in, one record out.
Fetch one Convocation
SearchIn Make“Fetches one convocation by uuid.”
Fetch one Convocation reads one specific convocation in Qualiobee from its UUID and hands it to the next module. You work on its current content, not on an old copy.
Fetch one Customer
SearchIn Make“Fetches one customer by uuid.”
Fetch one Customer gives your scenario one customer record from Qualiobee, found by UUID, so the modules after it reuse that client's data without retyping it.
Fetch one Formation
SearchIn Make“Fetches one formation by uuid.”
Fetch one Formation brings one program from your Qualiobee catalog into the scenario, located through its UUID and ready to map further down.
Fetch one Learner
SearchIn Make“Fetches one learner by uuid.”
Fetch one Learner retrieves one learner's record from Qualiobee with its UUID, so what Qualiobee stores on that trainee can feed the rest of the flow.
Fetch one Location
SearchIn Make“Fetches one location by uuid.”
Fetch one Location returns one training venue, identified by its UUID. Later steps can then name the place instead of leaving it blank.
Fetch one Module
SearchIn Make“Fetches one module by uuid.”
Fetch one Module reads a single Qualiobee module by UUID. Here module means a record inside Qualiobee, not a Make module, and the scenario can read it before acting.
Fetch one Session
SearchIn Make“Fetches one learning session by uuid.”
Fetch one Session returns the Qualiobee session that matches a UUID, as a bundle the following steps can map freely.
Fetch one SessionDate
SearchIn Make“Fetches one learning session date by uuid.”
Fetch one SessionDate reads one precise date of a learning session by its UUID, which keeps a reminder or a calendar entry anchored to the right day.
Fetch one Trainer
SearchIn Make“Fetches one trainer by uuid.”
Fetch one Trainer gets a single trainer back from Qualiobee, looked up by UUID, so their details can travel to an email, a sheet or another app.
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