Resources · Make integration

Relatel Make integrationAutomate Relatel with Make.

What could your phone system do on its own if Make watched it for you? The Relatel Make integration gives you 17 modules: one trigger for new calls, 13 actions and 3 searches over employees, groups and receptions. This page shows how to link your account and build a first working scenario.

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What you can automate

What does the Relatel Make integration let you automate?

The Relatel Make integration links your Relatel account to Make so calls, employees, groups and receptions can feed a scenario, which is the automation you build in Make as a chain of modules. Each module is one brick: a trigger that starts things, an action that does something, or a search that finds items. No code is involved.

Alert a team when calls come in. Watch New Calls spots each new call on the scenario's schedule, and Send a Text Message to Group tells the right people without anyone copying details by hand.

Keep your staff directory tidy from another tool. List Employees returns everyone on the account, and Update an Employee changes one record, so a change made in your HR sheet can reach Relatel.

Organize groups as the team changes. Create a Group, Update a Group, Join a Group and Leave a Group let a scenario reshape your employee groups when someone moves to another team.

The listed modules cover employees, groups, receptions and calls. For anything else in the Relatel API, Make an API Call reuses the same connection. If you want a second opinion before committing, read the Make review, compare both tools in n8n vs Make, or follow the Make training to build faster.

Connect

How do you connect Relatel to Make?

  1. 01

    Add a Relatel module

    Open a scenario, add any Relatel module and click Create a connection. A connection is your Relatel account linked to Make once, then reused by every Relatel module. You can type a label in Connection name if you manage several accounts.

  2. 02

    Sign in with your Relatel account

    Click Save and Make sends you to the Relatel login page. Type your account credentials in the Email and Password fields, then click Save again.

  3. 03

    Confirm access

    If Relatel asks you to authenticate or approve access, confirm it. You land back in the module, and Make can now read the employees, groups and receptions your account can see, ready to pick from lists.

First scenario

Your first scenario with Relatel

GoalWhen a new call is recorded in Relatel, Make sends a text message to the employee group that should follow up.

  1. 01

    Create the scenario

    Go to the Scenarios page, create a new scenario and click the big + to place the first module on the canvas.

  2. 02

    Pick Watch New Calls

    Search for Relatel, choose Watch New Calls and select your connection, or create it with the steps above. This scheduled trigger starts the scenario whenever Make finds a call it has not seen.

  3. 03

    Add the group message

    Click the + on the right of the trigger, add Send a Text Message to Group, pick the group from the list Make shows, and map call details from the trigger into the message.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario one time and shows the bundles each module received, so you can read the call it picked up and the message it sent.

  5. 05

    Schedule and switch on

    Open the clock on the first module to set the schedule, which is every 15 minutes for a new scenario, then switch the scenario on so it keeps checking without you.

Triggers

What can start a Relatel scenario?

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

Relatel1Watch New Calls

Watch New Calls

Scheduled trigger

In Make“Watches for new calls.”

Hands your scenario each call that shows up in Relatel since the previous check, one bundle per call, so every call can lead to a message, a record or a follow-up task somewhere else.

How it fires
scheduled, Make checks the app on the scenario's schedule, which is every 15 minutes for a new scenario and never under 15 minutes on the Free plan.
When to use it
pick it whenever something should happen after a call, like warning a group or logging the call in another tool.
Watch out
calls wait for the next check, so it is not the right start for anything that must react the second a phone rings.
Modules

What can Make do in Relatel?

Relatel gives you 16 modules in 5 groups. For each one: what it does for you, when to reach for it, and what to watch out for.

Employees

5 modules
Relatel1

List Employees

Search

In Make“Lists employees.”

Gives you every employee on your Relatel account as separate bundles, so the next module can handle each person one by one.

When to use it
reach for it when you need the whole team, for example to copy the staff list into a spreadsheet or check who is missing from a group.
Watch out
a search can return zero, one or many bundles, and each module placed after it runs once per employee.
Relatel2

Get an Employee

Action

In Make“Gets an employee.”

Fetches one specific employee so their Relatel record is available to the rest of the scenario, instead of the full list.

When to use it
use it when an earlier module already tells you which person matters, such as a person picked from List Employees.
Watch out
it needs to know which employee to read, so map that reference from an earlier step rather than typing it once and forgetting it.
Relatel3

Get Currently Authenticated Employee

Action

In Make“Gets currently authenticated employee.”

Returns the employee behind the connection itself, meaning the Relatel account you signed in with when you linked Make.

When to use it
handy at the start of a scenario to confirm which account is running it, or to use that person's details in a message.
Watch out
the result changes if someone swaps the connection for another account, so do not treat it as a fixed colleague.
Relatel4

Update an Employee

Action

In Make“Updates an employee.”

Changes the Relatel record of any employee you point it at, which lets another system keep your phone directory current without manual edits.

When to use it
choose it when a change starts elsewhere, like a change in your HR tool, and should land in Relatel.
Watch out
test it with Run once on a colleague who agreed, because it writes over what is stored in Relatel.
Relatel5

Update Currently Authenticated Employee

Action

In Make“Updates currently authenticated employee.”

Edits the record of the person whose account powers the connection, and only that person, which keeps the scope narrow.

When to use it
good for a personal scenario, for instance one where your own details in Relatel follow what happens in your calendar or another app.
Watch out
to change a colleague, switch to Update an Employee; this module never touches anyone else.

Groups

7 modules
Relatel6

List Groups

Search

In Make“Lists groups.”

Returns all the employee groups set up in Relatel, one bundle per group, so a scenario can loop over them or pick the right one.

When to use it
use it before a message or an update when the group depends on data, like picking the group that should get a message.
Watch out
without a filter after it, every following module runs for each group returned, and each run counts as an operation on your plan.
Relatel7

Get a Group

Action

In Make“Gets a group.”

Reads a single group from Relatel, giving later modules its current details without pulling the whole list.

When to use it
fits a scenario that already knows the group, for example to check a group's setup before sending it a text or changing it.
Watch out
map the group reference from an earlier module when it can change, otherwise the scenario keeps reading the same group every time.
Relatel8

Create a Group

Action

In Make“Creates a group.”

Sets up a new employee group in Relatel from your scenario, so a new team or project gets its group the moment it exists elsewhere.

When to use it
pair it with a trigger from your project tool or a form, so the group appears as soon as the team is decided.
Watch out
each run creates another group, so run it once per real event and search with List Groups first if duplicates are a risk.
Relatel9

Send a Text Message to Group

Action

In Make“Sends a text message to group.”

Pushes a text message to a whole Relatel group at once, which turns any event in Make into a heads-up for the people who need it.

When to use it
the natural follow-up to Watch New Calls, or to an alert from another app, when a whole team should hear about it.
Watch out
a scenario that fires often sends often, so check the schedule and add a filter before it if only some events deserve a text.
Relatel10

Join a Group

Action

In Make“Adds the authenticated employee to an employee group.”

Adds the employee behind the connection to an employee group, so your own account becomes a member of that group.

When to use it
useful for a personal on-duty routine, where your own account enters the support group when your shift starts in another tool.
Watch out
it only moves the connected employee; it cannot add a colleague to a group.
Relatel11

Leave a Group

Action

In Make“Deletes the authenticated employee from an employee group.”

Takes the connected employee out of an employee group, the mirror of Join a Group, without deleting the group itself.

When to use it
close the loop at the end of a shift or project, when your own account should stop belonging to that group.
Watch out
run it with Run once first, because leaving the wrong group takes you out of a team you still belong to.
Relatel12

Update a Group

Action

In Make“Updates a group.”

Modifies an existing group in Relatel, which keeps groups in step with how your team is organized in other tools.

When to use it
go for it when a team is reshaped in your project or HR tool and Relatel should follow.
Watch out
it rewrites the group you target, so get the right one with Get a Group or List Groups before it.

Receptions

2 modules
Relatel13

List Receptions

Search

In Make“Lists receptions.”

Lists the receptions on your Relatel account, one bundle each, so a scenario can review or report on all of them.

When to use it
start here when you want an overview, for example to copy every reception into a sheet the office manager can read.
Watch out
as with any search, the modules after it run once per reception, which adds operations on your plan.
Relatel14

Get a Reception

Action

In Make“Gets a reception.”

Pulls the details of one reception, so the scenario works with exactly the reception it needs rather than the whole set.

When to use it
use it after List Receptions or with a known reception, when a later step needs that reception's current information.
Watch out
map which reception to read from an earlier module if it varies, or the scenario will always read the same one.

Calls

1 module
Relatel15

Get a Call

Action

In Make“Gets a call.”

Retrieves one call from Relatel, so a scenario can work on a call it already knows about, for instance to reread it later.

When to use it
fits when the call comes from somewhere else, like a reference stored in a spreadsheet or a support ticket, rather than from the trigger.
Watch out
right after Watch New Calls you often already hold the call, so check the trigger's bundle with Run once before adding this step.

Other

1 module
Relatel16

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Opens the rest of the Relatel API to your scenario, calling any endpoint with the same connection when no listed module does what you need.

When to use it
choose it only after checking the other Relatel modules, when the Relatel API documentation shows the endpoint you want.
Watch out
you describe the request yourself, so read the Relatel API documentation first and test the result with Run once.
Need help

Need help automating Relatel with Make?

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FAQ

Relatel and Make: common questions

01Is the Relatel Make integration free?
Yes, Relatel is a standard app, so it works on the Make Free plan. The Free plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution at most per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one per module run on one bundle. Your Relatel subscription is a separate matter.
02What do you need to connect Relatel to Make?
You need a Relatel account and a Make account. The documentation lists no other prerequisite. In any Relatel module, click Create a connection, then Save, and you are sent to the Relatel login page where you enter your email and password and click Save. Confirm access if Relatel asks. If you use your own Relatel app, add its client credentials under Show advanced settings and use the redirect URI given in the Make documentation when you set up that app.
03Does the Relatel trigger in Make fire instantly?
No. Watch New Calls is a scheduled trigger: Make checks Relatel on the scenario's schedule and picks up the calls made since the last check. A new scenario runs every 15 minutes by default. On the Free plan the shortest gap is 15 minutes; on paid plans it drops to 1 minute. Relatel has no instant trigger in Make, so if you need an immediate reaction, this module will always wait for the next scheduled check.
04What if a Relatel module you need is missing in Make?
Use Make an API Call. It sends any request the Relatel API accepts, with the connection you already set up, so you are not limited to the listed modules. Check the Relatel API documentation for the endpoint and test the module with Run once before switching the scenario on. The Make documentation gives no numeric limit for Relatel, so the only ceilings to plan for are those of your Make plan, such as execution time and file size.
05Should you use Make or n8n for Relatel?
It depends on the tool you already use and on the modules you need. In Make, Relatel comes with 17 ready modules, one scheduled trigger for new calls, and Make an API Call for the rest of its API, all without code. Before choosing n8n, check whether a Relatel node exists there and whether it covers calls, groups and employees the same way. The n8n vs Make comparison linked above sets out the criteria side by side.
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