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vsa by Veryswing Make integrationAutomate vsa by Veryswing with Make.
Tired of retyping the same prospect or candidate into vsa? The vsa by Veryswing Make integration gives you 14 modules: 11 actions and 3 searches. This guide is for sales and recruiting teams, and it walks you through the connection and a first working scenario.
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What can the vsa by Veryswing Make integration do for you?
The vsa by Veryswing Make integration lets Make write to and read from your vsa records: candidates, prospect accounts, prospect contacts and opportunities. You build a scenario, which is the automation itself: a chain of modules, each one a single brick that acts on one app. No code is involved.
A clean prospect file from every inbound lead. When a form in another tool receives a request, Create a prospect account opens the company in vsa and Create a prospect contact attaches the person, so sales starts from a complete record instead of a pasted email.
A candidate pipeline that updates itself. A recruiter who tracks applicants elsewhere can push each new one into vsa with Create a candidate, then keep the status current with Update a candidate as the interview process moves on.
Opportunities that sales does not have to log twice. Once a deal is qualified in your other tools, Create an opportunity records it in vsa, and List opportunities brings the open ones back into a report or a message for the team.
Know the limits before you start. vsa has no trigger in Make, so a scenario always starts from another app or from a schedule, and Make itself says its documentation for this app is limited for lack of public information. When a listed module falls short, Make an API Call reaches the rest of the vsa API with the same connection. To judge Make as a whole, read our Make review, and if you are still choosing a platform, the n8n vs Make comparison lays out the criteria.
How do you connect vsa by Veryswing to Make?
- 01
Add a vsa module
In your scenario, search for vsa by Veryswing and pick any of its modules, for example Create a prospect account. Then click Create a connection. A connection is your vsa account linked to Make once and reused by every vsa module.
- 02
Name the connection
This step is optional, but it pays off: give the connection a name you will recognize later, such as the vsa workspace or team it belongs to. It helps when several people or several accounts share the same Make organization.
- 03
Authorize and save
Follow what vsa asks for: either approve Make on the vsa page that opens, or paste the key vsa gives you. Then click Save. The module can now read your vsa data, and every other vsa module reuses that same connection.
Your first scenario: turn a web lead into a vsa prospect
GoalWhen a new lead arrives in your form tool, Make creates the company and the contact in vsa by Veryswing.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Since vsa has no trigger, pick the module of the app that receives your leads, such as your form tool.
- 02
Add Create a prospect account
Click the + on the right of that first module, search for vsa by Veryswing and choose Create a prospect account. Click Create a connection if you have not linked vsa yet.
- 03
Map the company data
Fill the module fields by mapping data from the form module, so the company name typed by the lead lands in vsa. Make shows what the previous module sent as items you can click.
- 04
Attach the contact
Add Create a prospect contact after the account module and map the person details from the form. If the module asks for a company, pick the account the previous module has just created.
- 05
Test with Run once
Submit a test lead, then click Run once. Open each module to read the bundles it received, a bundle being one item passed along, and check the new account and contact in vsa.
- 06
Schedule and switch on
Set the schedule on the first module. A new scenario checks every 15 minutes by default, and the Free plan cannot go faster. Then switch the scenario on and let it run.
What each vsa by Veryswing module does
vsa by Veryswing gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a candidate
ActionIn the docs onlyAdds a new applicant to vsa, so a person who applied somewhere else is in your recruiting base without anyone copying their details by hand.
Create a prospect account
ActionIn the docs onlyOpens a company in vsa as a prospect, giving your sales team a place to hang contacts and opportunities from the moment a lead shows up.
Create a prospect contact
ActionIn the docs onlyRecords the person behind a lead in vsa, the name sales will actually call, next to the company that was already set up as a prospect.
Create an opportunity
ActionIn the docs onlyLogs a potential deal in vsa, so the pipeline your managers review reflects what the team is really working on instead of what someone remembered to enter.
Get a prospect account
ActionIn the docs onlyFetches a single prospect company from vsa, which lets later modules reuse its details, for example to write a personalized email or fill a quote.
Get a prospect contact
ActionIn the docs onlyPulls up the details of one person stored as a prospect contact, handy when a message or a document needs their name and role from vsa itself.
List candidates
SearchIn the docs onlyReturns the candidates stored in vsa, each one as a separate bundle, so the next modules can process them one by one or add them up in a report.
List opportunities
SearchIn the docs onlyBrings back your vsa opportunities as individual bundles, which makes it easy to post open deals to a team channel or copy them into a sheet.
List prospect accounts
SearchIn the docs onlySearches the companies saved as prospects in vsa and returns them to the scenario, the safest way to avoid opening the same account twice.
Make an API Call
ActionIn the docs onlyReaches any endpoint of the vsa API with your existing connection, the exit door when none of the ready-made modules covers what you need.
Patch a candidate
ActionIn the docs onlyChanges an existing candidate record in vsa, useful to push a new piece of information about an applicant without recreating the file.
Update a candidate
ActionIn the docs onlyRewrites the details of a candidate already in vsa, so their file matches what your recruiters know after each interview round.
Update a prospect account
ActionIn the docs onlyEdits a company already stored as a prospect, which keeps vsa in line with what your team learns during the sales cycle.
Update a prospect contact
ActionIn the docs onlyCorrects or completes the details of a person saved as a prospect contact, so sales never calls someone on a line that has changed.
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