Smart Passes Make integrationAutomate Smart Passes with Make.
Can Make keep your Smart Passes customers and offers up to date for you? The Smart Passes Make integration gives you 11 modules: 8 actions and 3 searches. This page is for the person who runs the customer list, and it walks you from the connection to a working scenario.
Verified Trustpilot reviews · AI, automation & growth agency
What can the Smart Passes Make integration do for you?
The Smart Passes Make integration links your Smart Passes account to Make, so another app can create customers, credit points and manage offers without you retyping anything. You build a scenario, which is the automation itself: a chain of modules, each one a single step, that Make runs on a schedule or when another app calls it.
Offers that go live on cue. Your offer is drafted in a spreadsheet or a project tool. Once it is approved there, Create an Offer builds it in Smart Passes and Publish an Offer puts it out, and Cancel an Offer pulls it back the day it should stop.
Points that follow real purchases. An order lands in your shop app. Search for a Customer finds the buyer, and Add Points to a Customer credits the purchase. Nobody on the team has to open Smart Passes to do it.
A customer base that never drifts. A form or a CRM holds the freshest details. Create a Customer adds newcomers, Update a Customer corrects the ones already there, and List Customers gives you the full picture when you want to copy it into a sheet.
Know the limits before you start: Smart Passes has no trigger in Make, so something else has to start the scenario, and Make's own documentation for the app is thin. It lists the modules but says it lacks public information to explain them in detail. Test each module with a dummy record first, and keep Make troubleshooting close. If you are still choosing a platform, the n8n vs Make comparison and our Make review lay out the criteria.
How do you connect Smart Passes to Make?
- 01
Add a Smart Passes module
In your scenario, click the +, type Smart Passes and pick any module, for example Create a Customer. Then click Create a connection. A connection is your Smart Passes account linked to Make once, reused by every Smart Passes module afterwards.
- 02
Name it and authorize Make
Give the connection a name you will recognize later, such as the brand or the account it points to. Then either approve Make on the Smart Passes page that opens, or paste the key Smart Passes gives you, depending on what the window asks for.
- 03
Save and check the module
Click Save. The module now shows the connection in its dropdown, and Make can list what it reads from your account while you fill the fields.
Your first scenario with Smart Passes
GoalWhen a new sign-up arrives in another app, Make creates the customer in Smart Passes and credits welcome points.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. Smart Passes has no trigger, so the first module belongs to the app where sign-ups happen, such as your form or shop tool.
- 02
Set the starting module
Pick that app, create its connection and choose the trigger that watches new sign-ups. Each new person it finds becomes a bundle: one item handed to the next module.
- 03
Add Create a Customer
Click the + on the right, search Smart Passes and choose Create a Customer. Link your connection, then map the data coming from the first module into the fields Make shows you.
- 04
Credit the welcome points
Add Add Points to a Customer after it. Map the customer returned by Create a Customer, so the points land on the record the scenario has just made and not on someone else.
- 05
Test with Run once
Click Run once and submit a test sign-up. Read the bundles each module received, then check in Smart Passes that the customer and the points are there.
- 06
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. Each module run on a bundle counts as one operation on your Make plan.
What each Smart Passes module does
Smart Passes gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Points to a Customer
ActionIn the docs onlyCredits points to one customer, so a purchase or a completed action elsewhere shows up in Smart Passes without anyone typing it in.
Cancel an Offer
ActionIn the docs onlyStops an offer you no longer want to run, so an ended promotion does not linger for your customers because someone forgot to switch it off.
Create a Customer
ActionIn the docs onlyAdds a new customer to Smart Passes from data that already lives elsewhere, which saves you from copying every sign-up by hand.
Create an Offer
ActionIn the docs onlyBuilds a new offer in Smart Passes from details prepared in another tool, so the marketing team drafts in one place and Make does the setup.
Delete a Customer
ActionIn the docs onlyRemoves a customer from Smart Passes, which keeps your base in line with the people who asked to leave or were removed in your main system.
Delete an Offer
ActionIn the docs onlyErases an offer entirely, which is handy for clearing out drafts and test offers that were never meant for customers.
List Customers
SearchIn the docs onlyPulls your Smart Passes customers into the scenario, one bundle per customer, so you can copy them to a sheet or pass them to another app.
List Offers
SearchIn the docs onlyReturns the offers held in Smart Passes, which gives the rest of the scenario something to review, report on or act upon.
Publish an Offer
ActionIn the docs onlyMakes an offer available to your customers, turning a prepared draft into something they can actually use.
Search for a Customer
SearchIn the docs onlyLooks up a customer already in Smart Passes, so the next modules work on the right record instead of creating a new one.
Update a Customer
ActionIn the docs onlyChanges the details of an existing customer, so a correction saved in another tool reaches Smart Passes too.
Need help automating Smart Passes with Make?
A person reads every message.
