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SingleCase Make integrationAutomate SingleCase with Make.
Can Make take the busywork out of SingleCase? The SingleCase Make integration gives you 15 modules: 3 triggers that watch cases, changes and due dates, 5 actions and 7 searches. This page shows how to link your account and build a first scenario step by step.
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What can the SingleCase Make integration do for you?
The SingleCase Make integration links your SingleCase account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches, creates or looks something up. Once linked, cases, clients, tasks and reminders can move between SingleCase and your other apps without copy and paste.
New clients filed without retyping. When a request lands in another app, Add Client records the person in SingleCase and Add Case opens the matching case right after, so nobody rekeys the same name twice.
Deadlines that reach the right people. Watch Due Dates starts a scenario when SingleCase has a date coming up, and the next module can pass the details to the tool your team actually reads.
A clean export of what changed. Watch Changes and the List modules, such as List Cases or List Tasks, feed a report or a shared sheet with the latest state of your files.
Know the limits before you start: Make itself says its SingleCase documentation is limited, and the app has no universal API module, so what you can do is exactly the 15 modules below. If you are weighing tools, the n8n vs Make comparison sets out the criteria, and the Make pricing page explains what each plan includes.
How do you connect SingleCase to Make?
- 01
Add a SingleCase module
In your scenario, click the +, search for SingleCase and pick any of its modules. Then click Create a connection. A connection is your SingleCase account linked to Make once, and every SingleCase module reuses it.
- 02
Name the connection
This step is optional, but a clear name such as the office or the account owner helps when several people share the same Make workspace and each one links a different SingleCase login.
- 03
Authorize and save
Make then asks you to approve access on the SingleCase side, or to paste the key SingleCase gives you. Follow what the window shows, then click Save. The module can now read your SingleCase data.
Your first scenario with SingleCase
GoalWhen a new request arrives in another app, Make adds the client in SingleCase and opens a case for them.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. Pick the app where requests reach you first, such as your form tool, so it starts the flow.
- 02
Add Add Client
Click the + on the right of that first module, search for SingleCase and choose Add Client. Create the connection, then map the name and details from the request into the fields Make shows.
- 03
Chain Add Case
Add one more SingleCase module, Add Case. Fill its fields with values from the previous modules, so the case is tied to the client that Add Client just created.
- 04
Test with Run once
Click Run once and send a test request. Each module then shows the bundles it received, a bundle being one item passed along, so you can check that the client and the case look right in SingleCase.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default; keep that or change it, then switch the scenario on so it runs without you.
What can start a SingleCase scenario?
3 modules start a scenario when something happens in SingleCase. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by SingleCase as soon as it happens.
Watch Cases
triggerIn the docs onlyYou get a scenario that starts from the cases in SingleCase, so work that begins with a case can flow straight into your other tools. Make lists this module under SingleCase without an official description, and the name is the best guide to what it returns.
Watch Changes
triggerIn the docs onlyThis trigger hands your scenario whatever SingleCase reports as changed, which keeps a report, a sheet or a second tool in step with your files. It is the one to choose when updates matter more than new records.
Watch Due Dates
triggerIn the docs onlyWith this module, dates in SingleCase turn into a starting point, so an upcoming deadline can reach people who never open the app. Choose it over Watch Cases when the date, not the case itself, is what should set things moving.
What else can Make do in SingleCase?
SingleCase gives you 12 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Add Case
ActionIn the docs onlyOpens a case in SingleCase from data that lives elsewhere, so a signed request or a form entry becomes a file without anyone typing it in.
Add Client
ActionIn the docs onlyRecords a new client in SingleCase straight from the app where the contact first appeared, which saves a manual entry and keeps spellings consistent.
Get a Message
ActionIn the docs onlyFetches a single message from SingleCase so its content can travel to another tool, for example to be archived or forwarded to someone outside the app.
Get a Reminder
ActionIn the docs onlyBrings back one reminder from SingleCase with its details, ready to be copied into a calendar or a chat message outside the app.
Get a Task
ActionIn the docs onlyPulls the record of one SingleCase task, so the next module can show its details in another tool.
List Cases
SearchIn the docs onlyReturns the cases SingleCase holds, one bundle per case, which is handy to build a report or feed a spreadsheet with your current files.
List Clients
SearchIn the docs onlyGives you the clients stored in SingleCase, so a scenario can check who is already there before adding anyone or sync the list to a CRM.
List Countries
SearchIn the docs onlyReturns the countries SingleCase knows, which helps when another app sends a country name that has to match what SingleCase expects.
List Messages
SearchIn the docs onlyCollects the messages in SingleCase as separate bundles, a practical way to archive exchanges or pass them to a shared inbox.
List Reminders
SearchIn the docs onlyLists the reminders set in SingleCase so you can push them into a shared calendar or a team digest in one pass.
List Tasks
SearchIn the docs onlyBrings back the tasks recorded in SingleCase, useful to share workloads with a project tool or to spot open work in a report.
List Users
SearchIn the docs onlyReturns the people who have access to SingleCase, which lets a scenario match an owner name from another app to a real user.
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