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RevSend Make integrationAutomate RevSend with Make.
Can a gift leave RevSend on its own when something happens in another tool? The RevSend Make integration gives you 10 modules: 2 triggers and 8 actions for digital and physical gifts. This page shows how to link your account, build a first scenario and pick the right module.
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What can the RevSend Make integration do for you?
The RevSend Make integration links your RevSend account to Make, so a scenario (the automation you build in Make, a chain of modules) can create gift campaign links, send digital gift card emails or ship physical gifts, and can watch your RevSend orders. No code involved: you pick modules (the bricks of a scenario, one per step) and fill their fields.
A thank-you that goes out without a reminder. A sales rep closes a deal in the CRM, and the scenario runs Send a Digital Gift Card Email for the new client. Nobody has to remember to open RevSend.
A physical gift, with the address collected for you. When you do not know where a contact lives, Request a Physical Gift Address asks for it; once you have one, Send a Physical Gift to an Address handles the shipment side.
Orders your team can follow. Watch New Orders and Watch Order Status Update bring RevSend orders into Make, so a spreadsheet, a chat channel or a CRM record can follow along.
Know the limits before you start. Make's own documentation for RevSend is marked as limited, because little public information exists about the app, and there is no Make an API Call module. The Execute a GraphQL Query module is the one open door beyond the ready-made actions. If you are still choosing a platform, the n8n vs Make comparison lays out both, Make training covers the editor from zero, and Make troubleshooting helps when a run fails.
How do you connect RevSend to Make?
- 01
Add a RevSend module
In your scenario, click the + and search for RevSend. Pick any of its modules, then click Create a connection. The connection is your RevSend account linked to Make once, and every RevSend module reuses it afterwards.
- 02
Name the connection
Giving it a name is optional, yet useful as soon as you have more than one RevSend account, say a sales workspace and a customer success one. A clear name saves you from sending a gift from the wrong account later.
- 03
Authorize Make and save
Depending on what RevSend asks, either approve Make on the RevSend authorization page or paste the key RevSend gives you. Then click Save, and the module is ready for its fields.
Your first scenario: a gift card when a deal is won
GoalWhen a deal is marked won in your CRM, Make sends the new client a RevSend digital gift card email.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. That first module is your CRM, the app where deals get closed.
- 02
Set the starting point
Pick the CRM module that watches won deals and connect your CRM account. Make then lists what it can read from that account, so you choose from menus instead of typing.
- 03
Add the RevSend action
Click the + on the right of the CRM module, search RevSend and pick Send a Digital Gift Card Email. Map the client's details from the CRM bundle (one item passing from module to module) into the RevSend fields.
- 04
Test with Run once
Click Run once, then open the bubble above each module to read the bundles it received. Check that the right person would get the gift before anything goes live.
- 05
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. Each module run counts as an operation, the unit Make counts on your plan.
What can start a scenario in RevSend?
2 modules start a scenario when something happens in RevSend. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by RevSend as soon as it happens.
Watch New Orders
triggerIn the docs onlyWatch New Orders hands your scenario each RevSend order that appears, so the rest of your stack learns about it without anyone copying it over. Its name and the Make docs listing point to a scheduled trigger, meaning Make polls RevSend rather than waiting for a call.
Watch Order Status Update
triggerIn the docs onlyWhere the previous trigger reacts to orders being created, this one follows orders that already exist and picks up the ones whose status has moved. That is the trigger for keeping a CRM or a client note in step with the gift's progress.
What can RevSend do inside a scenario?
RevSend gives you 8 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Digital Gift Campaign Link
ActionIn the docs onlyThis gets you a link to a digital gift campaign that you hand out yourself, through whatever channel the scenario uses next. The recipient follows the link; RevSend is not asked to deliver anything.
Create a Physical Gift Campaign Link
ActionIn the docs onlyYou come away with a link tied to a physical gift campaign, ready to paste wherever your recipients will see it. It suits cases where the person should open the offer on their own terms.
Execute a GraphQL Query
ActionIn the docs onlyHere you write your own GraphQL query to RevSend and get back whatever it returns. It is the escape hatch when none of the ready-made modules covers the request you need, since this app has no Make an API Call module.
Request a Physical Gift Address
ActionIn the docs onlyMissing a mailing address stops a physical gift cold; this module asks the recipient for it through RevSend, so nobody on your team has to chase it by email. It usually sits before any shipping step.
Send a Digital Gift Campaign Link
ActionIn the docs onlyYour recipient gets the digital campaign link sent to them, with RevSend doing the delivery instead of another app. One module replaces the pair of creating a link and emailing it yourself.
Send a Digital Gift Card Email
ActionIn the docs onlyThe result is an email carrying a digital gift card, landing straight in the recipient's inbox. It is a gift card itself, not a campaign link the person has to open first.
Send a Physical Gift Campaign Link
ActionIn the docs onlyWith this module, RevSend itself delivers the physical gift campaign link to the person, who then takes it from there. You skip building the message in another app.
Send a Physical Gift to an Address
ActionIn the docs onlyWhen the address is already known, this module sends the physical gift to it directly, with no link and no step left to the recipient. It is the most direct route from event to parcel.
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