Resources · Make integration

Totalum Make integrationAutomate Totalum with Make.

Can Make keep your Totalum records in sync without code? The Totalum Make integration gives you 8 modules: 2 triggers, 5 actions and 1 search. This page shows you how to link your account, then builds a first working scenario with you.

Try the Totalum integration on MakeSee the 8 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What does the Totalum Make integration do?

The Totalum Make integration lets a scenario, the automation you build in Make, read and write your Totalum records. Each step of that scenario is a module: one trigger that starts it, then actions or searches that create, change, find or remove records and send files to Totalum.

New records reach the rest of your stack. Watch Created Records picks up every record added in Totalum, so a sales team can pass each new lead to its mailing tool or chat channel without copying anything by hand.

Outside data lands in Totalum. Turn it around: a form, a spreadsheet row or an order from another app becomes a fresh entry through Create a Record, and Upload File sends Totalum the document that goes with it. Update a Record keeps the entry current when the source changes later.

Cleanup follows deletions. Watch Deleted Records tells your scenario when someone removes a record, which helps a support desk close the matching ticket elsewhere. Search Records finds entries first when you do not know their ID yet.

Two limits are worth knowing. Both triggers are scheduled, so Make checks Totalum on the scenario's schedule rather than the moment a change happens. And the Make documentation for Totalum is marked as AI-generated from the vendor's own docs, so confirm any detail that matters with Totalum. When a listed module falls short, Make an API Call reaches the rest of the Totalum API.

Weighing tools? Read n8n vs Make. To learn the editor properly, Make training covers it, and Make troubleshooting helps when a run fails.

Connect

How do you connect Totalum to Make?

  1. 01

    Get your Totalum API key

    Make signs in to Totalum with an API key, so you need an active Totalum account first. Open your account on the Totalum side and copy the key. Keep it in a safe place: anyone holding it can reach your data.

  2. 02

    Open the connection window

    In Make, add any Totalum module to your scenario and click Create a connection. A connection is your Totalum account linked to Make once and reused by every Totalum module afterwards. The Connection name field is optional, but a clear name helps later.

  3. 03

    Paste the key and save

    Paste the credentials you copied from Totalum, or follow the instructions Make shows on screen, then save. The module now lists what it can read from your account, and the same connection appears in every other Totalum module you add.

First scenario

Build your first Totalum scenario

GoalWhen a new entry appears in another app, Make creates a matching record in Totalum.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big +. That first module is the source: the app where your entries start, such as a form or a spreadsheet.

  2. 02

    Set up the source module

    Search the source app, pick its trigger and link your account with Create a connection. Each item it returns is a bundle: one entry passed on to the next module.

  3. 03

    Add Create a Record

    Click the + to the right of the source, search Totalum and choose Create a Record. Connect your account, then fill the fields by mapping values from the source bundle.

  4. 04

    Test with Run once

    Click Run once and add an entry in the source app. Read the bundles each module received, then check that the record now exists in Totalum.

  5. 05

    Schedule and switch on

    Open the clock on the first module. A new scenario runs every 15 minutes by default; keep that or pick another interval, then switch the scenario on so it runs without you.

Triggers

Totalum triggers in Make

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

Totalum1Watch Created Records

Watch Created Records

triggerIn the docs only

Watch Created Records hands your scenario every record added in Totalum since the last check, one bundle per record, ready to be sent to another app.

How it fires
scheduled, Make checks the app on the scenario's schedule, every 15 minutes by default and never under 15 minutes on the Free plan.
When to use it
a new client or lead is saved in Totalum and your team wants a welcome email, a chat message or a row in a report without retyping it.
Watch out
each record it returns costs operations in every module that follows, so a busy account uses your plan faster.
Totalum2Watch Deleted Records

Watch Deleted Records

triggerIn the docs only

Watch Deleted Records lets you react when entries disappear from Totalum, so the other tools that hold a copy can be tidied up instead of keeping stale data.

How it fires
scheduled, Make checks the app on the scenario's schedule, which means the reaction comes at the next check and not at the moment of deletion.
When to use it
a contact is removed in Totalum and the same person should leave your mailing list or have an open ticket closed in the help desk.
Watch out
run it once with Run once after a test deletion to see which details the bundle still carries before you map them.
Modules

Totalum modules in Make

Totalum gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Totalum1

Create a Record

ActionIn the docs only

Create a Record writes a brand new entry into Totalum from data your scenario already holds, so nobody has to type it twice.

When to use it
an order, a signup or a form answer arrives in another app and must exist in Totalum as well.
Watch out
it adds a record on every run, so if the source can send the same entry twice, place Search Records before it to check first.
Totalum2

Delete a Record

ActionIn the docs only

Delete a Record removes one entry from Totalum when your process says it is no longer needed, so your Totalum data stays as clean as the tools around it.

When to use it
a customer asks to be erased, or a test entry has to go once a check passes.
Watch out
treat every deletion as final; test with a throwaway record and Run once before switching the scenario on.
Totalum3

Make an API Call

ActionIn the docs only

Make an API Call reaches any endpoint of the Totalum API through the connection you already created, so a missing module does not stop your project.

When to use it
you need something the other seven Totalum modules do not offer, and the Totalum API documents it.
Watch out
you describe the request yourself, so keep the Totalum API reference open and test the call with Run once before using its result further on.
Totalum4

Search Records

SearchIn the docs only

Search Records finds existing Totalum entries and passes each match to the next module, which is how you locate a record before changing or removing it.

When to use it
an update arrives from another app without the Totalum ID, and you need the matching record first.
Watch out
a search can return zero, one or several bundles, and every module after it runs once per bundle, which multiplies operations.
Totalum5

Update a Record

ActionIn the docs only

Update a Record changes an entry that already exists in Totalum, so the data stays current when the source moves on.

When to use it
a deal changes stage in your CRM, a payment clears or an address is corrected, and Totalum should show the new value too.
Watch out
it needs to know which record to change; put Search Records or a trigger before it and map the record from that bundle.
Totalum6

Upload File

ActionIn the docs only

Upload File sends a document from your scenario to Totalum, so invoices, contracts or photos are stored in Totalum too.

When to use it
an email attachment or a file from cloud storage should be stored in Totalum as soon as your scenario receives it.
Watch out
the Make Free plan accepts files of up to 5 MB, so larger documents need a paid plan.
Need help

Need help automating Totalum with Make?

A person reads every message.

FAQ

Totalum and Make: common questions

01Is the Totalum Make integration free?
Yes, on the Make side. Totalum is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, up to 5 minutes per run, files up to 5 MB and 512 MB of data transfer. Paid plans drop the interval to 1 minute and remove the cap on active scenarios. Your Totalum subscription is separate and handled by Totalum, so check its own pricing page for that part.
02What does Make need to connect a Totalum account?
An active Totalum account and its API key. Add a Totalum module to a scenario, click Create a connection, optionally give the connection a name, then paste the credentials copied from Totalum or follow the on-screen instructions. Once saved, the connection is shared by all eight Totalum modules, so you only do this once per account. If it fails, check that the account is active and copy the key again.
03Do Totalum triggers in Make run in real time?
No. Both Watch Created Records and Watch Deleted Records are listed as scheduled triggers (their type is inferred from their names, as the Make documentation gives no badge): Make checks Totalum on the scenario's schedule, not the instant a record changes. A new scenario checks every 15 minutes by default. On a paid plan you can go down to 1 minute; on the Free plan, 15 minutes is the minimum. Plan around that delay if a reaction must be immediate.
04What if a Totalum module is missing in Make?
Use Make an API Call. It calls any endpoint of the Totalum API with the connection you already have, so an operation without its own module is still reachable. Keep the Totalum API reference at hand and test the call with Run once before mapping its result into later modules. Also note that the Make documentation for Totalum is AI-generated from the vendor docs and may contain mistakes, so check important details with Totalum directly.
05Should you use Make or n8n with Totalum?
It depends on the tool your team already knows. On Make, Totalum comes with 8 ready modules, two scheduled triggers and Make an API Call for the rest, all usable from the Free plan. Many apps also have an n8n node, so check whether Totalum has one before choosing. Compare how each tool handles the triggers and actions your process needs, then build a small test in both if the choice is still open.
Same platform

Other docs you might need on this stack.

Browse all integrations