Trafft Make integrationAutomate Trafft with Make.
Can Make keep your Trafft customer records up to date on its own? The Trafft Make integration gives you 7 modules: one instant trigger, five actions and one search. This guide is for ops people new to Make, and it takes you from connection to a working scenario.
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What can the Trafft Make integration do for you?
The Trafft Make integration links your Trafft account to Make so that customers and clients get created, changed or removed without anyone retyping them. You build a scenario, which is the automation itself: a chain of modules, where each module is one brick such as a trigger, an action or a search.
New signups land in Trafft by themselves. When a lead fills in a form in another app, Create a Customer adds that person to Trafft, so your team stops copying names and emails by hand.
Other tools hear about Trafft right away. Watch Events is an instant trigger: Trafft calls Make through a webhook as soon as something happens, and the scenario can pass the news to your CRM or your team chat.
Records stay clean. Update a Customer Details rewrites a customer's details when they change elsewhere, and Delete a Customer removes someone who asked to leave.
Be aware of one gap: Make says its Trafft documentation is limited, because little public information exists about the app. Fields and event types are best checked in the module itself, and Make an API Call covers what the listed modules leave out. If you are still choosing a tool, read our Make review and the n8n vs Make comparison.
How do you connect Trafft to Make?
- 01
Add a Trafft module
In your scenario, pick any Trafft module and click Create a connection. A connection is your Trafft account linked to Make once, then reused by every Trafft module you add later.
- 02
Name it and authorize
Give the connection a name if you like, which helps when you run several Trafft accounts. Then authorize Make on the Trafft page that opens, or paste the key Trafft gives you if Make asks for one.
- 03
Save the connection
Click Save. Make now reads your Trafft account, and the module fields fill with what it can see. If nothing shows up, the authorization did not go through, so start the step again.
Your first scenario with Trafft
GoalWhen a new lead comes in from another app, Make creates that person as a customer in Trafft.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big + to add the first module. That first module is the app where your leads arrive, such as your form tool.
- 02
Set up the lead source
Pick the trigger of that app, connect its account and choose the form or list to watch. Once the connection exists, Make shows you what it can read, so you just pick from the list.
- 03
Add Create a Customer
Click the + on the right of the first module, search for Trafft and choose Create a Customer. Link your Trafft account with Create a connection if you have not done it yet.
- 04
Map the lead's details
Fill the customer fields by clicking the data from the first module: each Trafft field takes the matching detail of the lead. Each lead is one bundle, one item passed from module to module.
- 05
Test with Run once
Click Run once and send a test lead. Make runs the scenario one time and shows the bundles each module received, so you can open Trafft and check that the new customer is there.
- 06
Schedule and switch on
Set the clock on the first module; a new scenario checks every 15 minutes by default. Then switch the scenario on, and each new lead becomes a Trafft customer without a copy and paste.
What starts a Trafft scenario
1 module starts a scenario when something happens in Trafft. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Trafft as soon as it happens.
Watch Events
Instant triggerIn Make“Triggers when a webhook is listened.”
Watch Events hands your scenario whatever Trafft reports, the moment Trafft reports it, so the rest of the flow can react while the information is still fresh. It is the only way in the catalog for Trafft itself to start a scenario.
What each Trafft module does
Trafft gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Client
ActionIn Make“Creates a client.”
You get a new client record in Trafft, filled from data that arrived in an earlier module, without opening the Trafft screens at all.
Create a Customer
ActionIn Make“Creates a customer.”
This one saves you retyping: each person arriving from another app becomes a customer in Trafft, with the details you mapped from the previous module.
Delete a Customer
ActionIn Make“Deletes a customer.”
Removing someone from Trafft becomes part of the flow, so a person who asked to leave disappears from your records without a manual cleanup.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
With this module you reach the parts of Trafft that the other modules skip, calling any endpoint of the Trafft API through the connection you already set up.
Update a Customer Details
ActionIn Make“Overwrites a customer's details.”
Your Trafft customer file follows changes made elsewhere: when contact details are corrected in your CRM, this module writes the new version into Trafft.
List Available Plans
SearchIn Make“Retrieves a list of available plans.”
You get the plans available in your Trafft account as a list, ready to be read by the next modules or copied into a report or a spreadsheet.
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