Resources · Make integration

Syncupp Make integrationAutomate Syncupp with Make.

Want new Syncupp invoices, meetings or agreements to kick off work elsewhere on their own? The Syncupp Make integration gives you 6 modules: 5 scheduled triggers and 1 action. This guide is for agency and ops teams, and walks you from connection to a working scenario.

Try the Syncupp integration on MakeSee the 6 modules

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What you can automate

What can the Syncupp Make integration automate?

The Syncupp Make integration links your Syncupp account to Make so that new records in Syncupp start a scenario, which is the automation you build in Make: a chain of modules that runs on a schedule. It spots new agreements, boards, invoices, meetings and tasks, and it can create a task for you.

Never forget to chase a payment. Put Watch New Invoices first and Create a task second: each new invoice produces a reminder task for the person who handles billing, so nothing depends on memory.

Tell the team when a deal is signed. Watch New Agreements picks up each new agreement and hands its details to the next module, for instance a message in your chat tool or a row in a shared sheet, so account managers hear about it without opening Syncupp.

Prepare every client meeting. Watch New Meetings catches newly booked meetings; add Create a task behind it and a prep task lands on the right person's list. Watch New Boards and Watch New Tasks work the same way for new projects and new to-dos.

Know the limits before you build. Make's own documentation for Syncupp is marked as limited, because little public information about the app exists, so this page stays on what the module names tell you. There is no universal API module for Syncupp in Make either. If you are weighing tools, the n8n vs Make comparison lays out the criteria, the Make review covers the platform itself, and Make troubleshooting helps when a run fails.

Connect

How do you connect Syncupp to Make?

  1. 01

    Add a Syncupp module

    In your scenario, add any Syncupp module and click Create a connection. A connection is your Syncupp account linked to Make once, then reused by every Syncupp module you add later.

  2. 02

    Name it and authorize

    Give the connection a clear name if you like, such as the client workspace it belongs to. Then either approve Make on the Syncupp page that opens, or paste the key Syncupp gives you, depending on what the window asks for.

  3. 03

    Save and pick your data

    Click Save. Once the connection exists, Make can read your Syncupp account and fill the module fields with what it finds, so you choose from a list instead of typing values by hand.

First scenario

Build your first scenario with Syncupp

GoalWhen a new invoice appears in Syncupp, Make creates a follow-up task in Syncupp.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big + to add the first module. That first module decides when everything else runs.

  2. 02

    Add Watch New Invoices

    Search for Syncupp, pick Watch New Invoices and click Create a connection to link your account. Fill in the fields Make shows you from your Syncupp data.

  3. 03

    Add Create a task

    Click the + on the right of the trigger and choose Create a task. Map the invoice details that Run once shows you into the task so whoever opens it knows what to chase.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received; a bundle is one item passed along, here one invoice. Check that the task looks right.

  5. 05

    Schedule and switch on

    Open the clock on the first module and set the schedule; a new scenario checks every 15 minutes by default. Then switch the scenario on so it keeps working without you.

Triggers

Syncupp triggers in Make

5 modules start a scenario when something happens in Syncupp. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Syncupp as soon as it happens.

Syncupp1Watch New Agreements

Watch New Agreements

triggerIn the docs only

Each new agreement in Syncupp becomes a starting point: Make picks it up and passes it to the rest of your scenario as a bundle, one agreement at a time.

How it fires
scheduled. Make checks the app on the scenario's schedule, so an agreement shows up at the next check rather than the second it is created.
When to use it
when a signed agreement should trigger onboarding, such as alerting the account manager or opening the first task.
Watch out
each agreement processed counts toward your operations, the unit Make counts on your plan.
Syncupp2Watch New Boards

Watch New Boards

triggerIn the docs only

This trigger tells your scenario that someone opened a new board in Syncupp, which usually means a new project or client space is starting.

How it fires
scheduled. Make checks the app on the scenario's schedule and returns the boards created since the previous check.
When to use it
when a new board should set up the rest of your stack, for example a matching folder or channel in another app added with the + after it.
Watch out
the Syncupp documentation in Make is limited, so run the module once to see which board details it actually returns before you map them.
Syncupp3Watch New Invoices

Watch New Invoices

triggerIn the docs only

Pick this one when billing is the moment that matters: it hands every new Syncupp invoice to your scenario so follow-up happens without anyone re-reading the invoice list.

How it fires
scheduled. Make checks the app on the scenario's schedule; on the Free plan the shortest gap between two checks is 15 minutes.
When to use it
when an invoice should create a reminder, update a finance sheet or notify the client lead.
Watch out
on a first test, click Run once and read the bundle Make received, so you know which invoice fields are there to map.
Syncupp4Watch New Meetings

Watch New Meetings

triggerIn the docs only

With this trigger, a meeting booked in Syncupp no longer lives only in Syncupp: Make catches it and lets you prepare, announce or log it in the next modules.

How it fires
scheduled. Make checks the app on the scenario's schedule, so a meeting booked just before a check is caught sooner than one booked just after.
When to use it
when each client call needs a prep task or a note in your team channel before it starts.
Watch out
a meeting booked at very short notice may be picked up late, since the check happens on the schedule you set on the first module.
Syncupp5Watch New Tasks

Watch New Tasks

triggerIn the docs only

Watch New Tasks gives you a feed of the to-dos created in Syncupp, so work assigned there can be mirrored or announced somewhere your team already looks.

How it fires
scheduled. Make checks the app on the scenario's schedule and returns the tasks added since the last run.
When to use it
when tasks should also reach another tool, such as a personal to-do app or a team chat.
Watch out
never put Create a task for Syncupp behind this trigger in the same scenario, or every task it creates is likely to be picked up again at the next check, in a loop.
Modules

Syncupp actions in Make

Syncupp gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.

Syncupp1

Create a task

ActionIn the docs only

Create a task turns an event from Syncupp or from any other app into a to-do inside Syncupp, so the follow-up is written down where your team plans its work.

When to use it
after a trigger such as Watch New Invoices or a form submission in another app, when a person has to act on what just happened.
Watch out
it is the only action Make offers for Syncupp, so updates or deletions stay manual.
Need help

Need help automating Syncupp with Make?

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FAQ

Syncupp and Make: common questions

01Is the Syncupp Make integration free?
Yes, Syncupp is a standard app, so it works on the Make Free plan, like the 3,000+ standard apps. The Free plan has limits you will feel quickly: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the minimum interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in credits, meaning operations, per month.
02What is needed to connect Syncupp to Make?
A Syncupp account and a Make account are the starting point; Make's documentation lists no other prerequisite. The documentation does not give official connection steps either, so you follow the generic Make flow: add a Syncupp module, click Create a connection, optionally name it, authorize Make on the Syncupp page or paste the key Syncupp provides, then click Save. The connection is then reused by every Syncupp module in your scenarios, so you only do this once per account.
03Do Syncupp triggers in Make fire in real time?
No. Make's directory was unavailable, so their type is deduced from their names: all 5 Syncupp triggers are scheduled, meaning Make checks Syncupp on the schedule set on the first module, and a new scenario checks every 15 minutes by default. On the Free plan that is also the shortest possible interval, while paid plans can go down to 1 minute. None of the Syncupp triggers is instant, which would mean Syncupp calling Make through a webhook the moment something happens. If you need faster reactions, shorten the schedule on a paid plan.
04What if a Syncupp module is missing in Make?
It depends on what you need. Make offers 6 Syncupp modules: 5 triggers and a single action, Create a task. There is no Make an API Call module for Syncupp, so you cannot reach other parts of the app through a generic request from Make. Make's own documentation for Syncupp is also marked as limited. When a module is missing, route the data through another app that covers your need, or ask the team behind this guide to look at your case.
05Make or n8n: which fits Syncupp better?
It depends on your criteria rather than on a winner. In Make, Syncupp comes with 6 modules, all 5 triggers are scheduled and the only action creates a task, with no generic API module to fill gaps. Syncupp may also have a node in n8n, so check what each tool actually offers for the modules you need before choosing. Pick the platform where your other apps are already connected and where your team is comfortable building, then test your first scenario there.
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