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Textline Make integrationAutomate Textline with Make.
What can the Textline Make integration do for your team? Make lists 18 Textline modules: 6 instant triggers, 10 actions and 2 searches. This guide shows how to link your account, then build a first scenario that texts each new lead.
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What does the Textline Make integration automate?
The Textline Make integration links your Textline account to Make, a no-code tool where you build scenarios. A scenario is an automation made of modules, and each module is one brick that watches, acts or searches. Textline tells Make when a customer writes, when a conversation changes status or when an agent changes theirs, and Make carries that data to your other tools.
Every new lead gets a first text. A signup form feeds Create a Customer, then Message a Phone Number sends the opening message. That is the scenario built step by step further down.
Customer messages land where support works. Watch Customer Posts picks up each incoming message, and Make files it in your ticketing tool or a shared spreadsheet so nobody has to forward it by hand.
Feedback requests that never get forgotten. Watch Conversation Status starts the scenario when a conversation changes status, and Send a Survey asks the customer how it went.
What Make does not do here: none of the 18 modules deletes a customer or a message. For anything outside the list, Make an API call reuses your connection. The Textline doc on Make also warns that it was generated with AI from the official Textline docs, so double-check key details with Textline. New to the editor? The Make training covers the basics, and Make pricing explains how operations are billed.
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How do you connect Textline to Make?
- 01
Copy your API token
In Textline, open Settings, then Tools and Integrations, then Developer API, and copy the API token shown on screen. The integration requires an active Standard or Pro Textline account.
- 02
Add a Textline module
In your Make scenario, add any Textline module and click Create a connection. A connection is your Textline account linked to Make once, then reused by every Textline module. The Connection name field is optional, but a clear name helps later.
- 03
Paste the token and save
Paste the token you copied, or follow the on-screen instructions, then confirm. Once the connection exists, Make can list the Textline data it reads while you fill in the module fields.
Build your first Textline scenario
GoalWhen a new lead fills in a form in another app, Make creates the Textline customer and sends them a first message.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Here it belongs to another app, for example the form tool your leads fill in.
- 02
Add Create a Customer
Click the + on the right of the form module, search for Textline and pick Create a Customer. Click Create a connection and paste your API token if the account is not linked yet.
- 03
Map the lead data
Fill the module fields with data from the form module. Each form entry arrives as a bundle, one item passed from a module to the next, and Make lets you pick its values instead of typing them.
- 04
Add the welcome message
Click the + again and add Message a Phone Number. Map the phone number from the form, then write the welcome text once: every lead gets it with their own details.
- 05
Test with Run once
Click Run once, send a test entry through your form and read the bundles each module received. Each module that runs on a bundle counts as one operation, the unit Make tracks on your plan.
- 06
Schedule and switch it on
Set the schedule on the first module (every 15 minutes by default on a new scenario) and switch the scenario on. From then on, new leads hear from you without anyone copying numbers.
Which Textline triggers start a scenario?
6 modules start a scenario when something happens in Textline. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Textline as soon as it happens.
Watch Agent Status
Instant triggerIn Make“Triggers when an agent status has been changed.”
Watch Agent Status starts your scenario whenever an agent's status changes in Textline, so your other tools always know who is available. Make receives the change as a bundle it can pass along.
Watch Conversation Status
Instant triggerIn Make“Triggers when a conversation status has been changed.”
Watch Conversation Status tells Make each time a Textline conversation moves to another status. It is the natural hook for follow-ups that depend on where an exchange stands.
Watch Customer Posts
Instant triggerIn Make“Triggers when a message from a customer has been received.”
Every message a customer sends to your Textline account reaches Make through Watch Customer Posts, as a bundle you can route to any other app.
Watch Customers
Instant triggerIn Make“Triggers when a customer has been created or updated.”
Watch Customers keeps your other tools in step with your Textline contacts: the scenario starts when a customer record is created or updated.
Watch Outbound Messages
Instant triggerIn Make“Triggers when an outbound message has been sent.”
With Watch Outbound Messages, each message your Textline account sends lands in Make, which gives you a full record of what customers received.
Watch Whisper
Instant triggerIn Make“Triggers when a whisper from an agent has been received.”
Watch Whisper picks up the whispers agents post in Textline and hands each one to Make. It follows what your agents write, not what customers send.
What can Make do in Textline?
Textline 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
Create a Customer
ActionIn Make“Creates a new customer.”
Create a Customer adds a new contact to Textline from data another app collected, so your agents can text that person without typing anything.
Get a Customer
ActionIn Make“Retrieves a customer.”
Get a Customer reads one Textline customer and hands the whole record to the next module. It fits when you already know exactly which customer you need.
Import a Message as a Customer
ActionIn Make“Imports a post into account as if the customer sent an SMS to your account.”
Import a Message as a Customer drops a message into your Textline account as though the customer had sent it by SMS. Exchanges that start elsewhere end up next to your usual texts.
Make an API call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API call sends your own request to the Textline API through the connection you already set up. It covers what the dedicated modules leave out.
Message a Conversation
ActionIn Make“Sends an outbound message to a conversation.”
Message a Conversation posts an outbound message into a Textline conversation that already exists, so the customer sees it in the thread they know.
Message a Phone Number
ActionIn Make“Sends an outbound message to a phone number.”
Message a Phone Number sends an outbound Textline message straight to a number, even when no conversation exists yet. It makes a natural first touch for a new contact.
Send an Announcement
ActionIn Make“Sends an announcement to a group of contacts.”
Send an Announcement pushes one message to a group of contacts in a single step, instead of one module run per person.
Send a Survey
ActionIn Make“Sends a new survey.”
Send a Survey starts a new Textline survey from your scenario, so feedback requests go out without an agent having to remember them.
Update a Customer
ActionIn Make“Updates a customer.”
Update a Customer refreshes a Textline customer record with newer data from another tool, so agents never text someone using stale details.
Update Agent Status
ActionIn Make“Updates an agent status.”
Update Agent Status switches an agent's status in Textline from a scenario, without anyone opening the app to do it.
Search Agents
SearchIn Make“Searches for agents or lists them all.”
Search Agents returns the agents that match your search, or all of them if you leave it open, each one as a separate bundle.
Search Customers
SearchIn Make“Searches for customers or lists them all.”
Search Customers looks up customers in Textline, or lists them all, and gives back one bundle per match. It is how a scenario learns whether a contact already exists.
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