Resources · Make integration

wflow.com Make integrationAutomate wflow.com with Make.

Can Make create, file and lock your wflow.com documents for you? The wflow.com Make integration gives you 38 action modules for documents and storage. This page is for teams that already use wflow.com: it shows how to link your account, build a first scenario and pick the right module.

Try the wflow.com integration on MakeSee the 38 modules

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What you can automate

What does the wflow.com Make integration let you automate?

The wflow.com Make integration links your wflow.com account to Make, a no-code tool where you build a scenario, meaning an automation made of small blocks called modules. wflow.com brings 38 modules, all of them actions: they create, read, move, lock or delete documents and files in its storage when another step of your scenario tells them to.

Every signed contract lands as a tagged document. A form or an e-signature app starts the scenario, then Vytvořit dokument se souborem (create a document with a file) stores the PDF in wflow.com and Přidat štítek k dokumentu puts a label on it so your team finds it later.

Storage that tidies itself. When a project closes in your project tool, Vytvořit složku v úložišti opens an archive folder and Přesunout soubor úložiště moves the matching files into it.

Documents that follow your other apps. A deal marked as paid in your CRM can call Aktualizovat platby dokumentu, and Nastavit zámek dokumentu can freeze a file once it is final.

Two limits to know before you start. wflow.com has no trigger in Make, so something else has to start each scenario: another app or the schedule of Make. And the official documentation is thin: Make itself says there is not enough public information about wflow.com to describe each module in detail, so test every step with Run once. Our Make review covers the editor in depth, and Make training walks you through your first builds. If you are also weighing n8n for this app, the n8n vs Make comparison sets out the criteria.

Connect

How do you connect wflow.com to Make?

  1. 01

    Open the connection window

    Add any wflow.com module to your scenario and click Create a connection. A connection is your wflow.com account linked to Make once; every other wflow.com module in your scenarios reuses it.

  2. 02

    Name it and give Make access

    Give the connection a name you will recognize, handy if you manage several wflow.com accounts. Then either authorize Make on the wflow.com page that opens, or paste the key wflow.com gives you, depending on what the window asks for.

  3. 03

    Save and check the result

    Click Save. The connection now shows in the module, and Make can list the documents, folders or objects it is allowed to read, so you pick them instead of typing them.

First scenario

Your first scenario: store a file as a tagged wflow.com document

GoalWhen a new file arrives from another app, Make creates a wflow.com document with that file and adds a label to it.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big +. The first module comes from the app that holds your file, a form tool or a mailbox for example, since wflow.com has no trigger.

  2. 02

    Add the wflow.com document

    Click the + on the right of the first module, search for wflow.com and pick Vytvořit dokument se souborem. Click Create a connection if you have not linked your account yet.

  3. 03

    Map the file and fill the fields

    Fill the fields the module shows. Where it asks for the file, map the one coming from the first module: Make lets you pick values from the previous step instead of typing them.

  4. 04

    Add the label

    Add Přidat štítek k dokumentu after it and map the document it should tag from the output of the previous module. Choose the label your team already uses to sort documents.

  5. 05

    Test with Run once

    Click Run once and send a test file through the first app. Each module shows the bundles it received, a bundle being one item passed along, here your file. Open them to check the document exists in wflow.com.

  6. 06

    Schedule and switch on

    Set the schedule on the first module (a new scenario checks every 15 minutes by default) and switch the scenario on. Each module run on each bundle counts as one operation on your Make plan.

Modules

What each wflow.com module does

wflow.com gives you 38 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

wflow.com1

Aktualizovat platby dokumentu

ActionIn the docs only

Keeps the payment details of a wflow.com document in line with what happened elsewhere. Its Czech name means update document payments; Make gives no further description of what it changes.

When to use it
right after your bank or billing app records that an invoice was settled.
Watch out
test it with Run once on a sample document first, since the exact payment data it expects is not documented.
wflow.com2

Nahrát soubor do úložiště

ActionIn the docs only

Puts a file into wflow.com storage without creating a document around it. The name reads upload a file to storage, which makes it the plain choice when you only need the file kept.

When to use it
an email attachment or a form upload that should be archived as is, with no document record.
Watch out
on the Make Free plan, files are capped at 5 MB.
wflow.com3

Nahrát soubor k dokumentu

ActionIn the docs only

Attaches an extra file to a wflow.com document that already exists, so the record gathers every piece in one place. Its name says upload a file to a document.

When to use it
a client sends a signed annex for a contract you already filed, and it belongs next to the original.
Watch out
the module needs to know which document to use, so map it from an earlier step.
wflow.com4

Nastavit volitelná pole

ActionIn the docs only

Writes values into the optional fields of a wflow.com document, the extra fields your account adds on top of the basics. The Czech name translates as set optional fields.

When to use it
a CRM or a form knows the client number or the project code and you want the document to carry it.
Watch out
Make does not say which fields exist; they depend on your wflow.com setup.
wflow.com5

Nastavit volitelná pole souboru v úložišti

ActionIn the docs only

Gives a file sitting in wflow.com storage its own optional field values, so a loose file can be sorted like a document. By name, it sets optional fields of a file in storage.

When to use it
after Nahrát soubor do úložiště, to tag the upload with the supplier or the department it came from.
Watch out
the file must already be in storage when this step runs.
wflow.com6

Nastavit volitelná pole souboru v úložišti včetně definice

ActionIn the docs only

Sets optional fields on a stored file and, as the words včetně definice (including definition) suggest, handles the field definition as well. Pick it over the shorter sibling when the field description matters to your setup.

When to use it
your team relies on field definitions in wflow.com and the value alone is not enough.
Watch out
no official description exists, so compare both variants with Run once.
wflow.com7

Nastavit volitelná pole včetně definice

ActionIn the docs only

Fills the optional fields of a document together with their definition, going by the name. It is the document counterpart of the storage variant just above.

When to use it
documents built from another app need both the value and how the field is described in wflow.com.
Watch out
run it on a test document before a live one, because Make gives no detail on what the definition part contains.
wflow.com8

Nastavit zpracování úlohy

ActionIn the docs only

Changes how a task is handled in wflow.com. The Czech name means set task processing, and that is all Make says, so treat it as a step for teams that already run tasks inside wflow.com.

When to use it
an event in another tool should mark a wflow.com task as being processed.
Watch out
check in wflow.com after a Run once that the task changed the way you expected.
wflow.com9

Nastavit zámek dokumentu

ActionIn the docs only

Protects a wflow.com document from further edits by setting a lock on it, as its name, set document lock, indicates. Useful the moment a document becomes final.

When to use it
once a contract is signed or an invoice is paid and nobody should touch it any more.
Watch out
a later step that edits the same document may fail if it runs after the lock.
wflow.com10

Nastavit zámek souboru v úložišti

ActionIn the docs only

Freezes a single file in wflow.com storage rather than a whole document; the name says set the lock of a file in storage. That keeps a reference copy safe while its neighbors stay editable.

When to use it
a price list or a template in a shared folder has been approved and should stay untouched.
Watch out
place it last in the scenario, after any rename or move.
wflow.com11

Načíst dokument

ActionIn the docs only

Brings the data of one wflow.com document into your scenario so the next modules can use it. Načíst dokument translates as get document.

When to use it
before sending a summary email or updating a CRM record with details that live only in wflow.com.
Watch out
you need the document reference from an earlier step; this module is an action, not a search, so it does not browse for you.
wflow.com12

Načíst informace o složce úložiště

ActionIn the docs only

Tells your scenario what it needs to know about a folder in wflow.com storage. The name means get storage folder information, which helps before you move or delete anything inside it.

When to use it
a check step that confirms the folder is the right one before files go in.
Watch out
the module returns details on one folder; which details exactly is not documented, so read the bundle after a test.
wflow.com13

Načíst informace o souboru úložiště

ActionIn the docs only

Reads what wflow.com knows about one stored file, as the name, get storage file information, suggests. Handy when a later module needs a detail of the file rather than the file itself.

When to use it
you want to log a new upload in a spreadsheet or a chat message without downloading it.
Watch out
open the output after Run once to see which values you can map.
wflow.com14

Načíst komentáře dokumentu

ActionIn the docs only

Pulls the comments left on a wflow.com document into Make, where you can forward them to people who never open wflow.com. The Czech name is get document comments.

When to use it
a reviewer comments on a document and the account manager should see it in the team chat.
Watch out
without a trigger, something else must start the scenario, such as the schedule of Make.
wflow.com15

Načíst soubory dokumentu

ActionIn the docs only

Lists the files attached to a wflow.com document, according to its name, get document files. It saves you from opening each record to see what is in it.

When to use it
a closing checklist needs to confirm every expected attachment is on the document.
Watch out
if several files come back, you may need an iterator from Make to handle them one by one; check the bundle shape with Run once.
wflow.com16

Načíst soubory z úložiště

ActionIn the docs only

Reads the files held in wflow.com storage, going by the name get files from storage. It is the storage twin of the document version above, for folders rather than records.

When to use it
you want to copy the content of a storage folder into another tool or report on it.
Watch out
each file your later modules process costs operations, so try it on a small folder first.
wflow.com17

Načíst volitelná pole dokumentu

ActionIn the docs only

Reads back the optional field values of a document so other apps can use them. Its name, get document optional fields, makes it the reading side of Nastavit volitelná pole.

When to use it
the project code stored on a wflow.com document should flow into your accounting or CRM.
Watch out
the fields you get depend on how your wflow.com account is set up.
wflow.com18

Načíst volitelná pole souboru v úložišti

ActionIn the docs only

Gives your scenario the optional field values stored on a file in wflow.com storage. The name translates as get optional fields of a file in storage.

When to use it
a route step decides where a file goes based on the department or supplier written on it.
Watch out
map the file reference from an earlier step, such as Načíst soubory z úložiště, rather than typing it.
wflow.com19

Nová událost na dokumentu

ActionIn the docs only

Records a new event on a wflow.com document, judging by its name, which means new event on document. Make lists it as an action, not as a trigger, so it writes to wflow.com rather than waiting for something.

When to use it
you want the document history to show that something happened in another app.
Watch out
it will not start a scenario on its own; test what it creates.
wflow.com20

Nová událost na schvalování dokumentu

ActionIn the docs only

Adds an event to the approval of a document, as the Czech name, new event on document approval, puts it. It gives approvals driven by other tools a place in wflow.com.

When to use it
a manager approves a request in a chat or a form, and wflow.com should reflect it.
Watch out
this is an action in Make, not a trigger, so it cannot tell you when an approval happens inside wflow.com.
wflow.com21

Nová událost na číselníku

ActionIn the docs only

Creates an event on a číselník, a code list in wflow.com such as a list of categories or cost centers. The name means new event on code list.

When to use it
a new entry in your reference data elsewhere should be reflected in the wflow.com list.
Watch out
Make gives no description of this module; run it once on a test list before relying on it.
wflow.com22

Odstranit dokument

ActionIn the docs only

Removes a whole wflow.com document, as its name, delete document, says plainly. It keeps the account clean when records are created by mistake or expire.

When to use it
a deal is cancelled in the CRM and the draft contract should go.
Watch out
a delete is hard to undo; check the mapping with Run once on a test document so only the right one reaches it.
wflow.com23

Odstranit složku z úložiště

ActionIn the docs only

Deletes a folder from wflow.com storage. The name, delete folder from storage, leaves little doubt; what happens to the files inside is not documented.

When to use it
clearing temporary folders that a scenario created for a one-off job.
Watch out
call Načíst informace o složce úložiště first to confirm you target the right folder, because there is no way back.
wflow.com24

Odstranit soubor dokumentu

ActionIn the docs only

Removes one file from a document while the document itself stays, according to the name, delete document file. It suits replacing an outdated attachment.

When to use it
a new version of a quote arrives and the old PDF should not sit next to it.
Watch out
pair it with Nahrát soubor k dokumentu and run the upload first, so the document is never left empty.
wflow.com25

Odstranit soubor z úložiště

ActionIn the docs only

Deletes a single file from wflow.com storage; the Czech name is delete file from storage. It helps when a scenario leaves working copies behind.

When to use it
after a file has been downloaded and sent elsewhere, to avoid keeping duplicates.
Watch out
map the exact file from an earlier module; a wrong mapping deletes the wrong file, and nothing in Make undoes it.
wflow.com26

Přejmenovat složku úložiště

ActionIn the docs only

Gives a storage folder a new name, following its name, rename storage folder. That keeps folder names in step with how your other tools name things.

When to use it
a client or project is renamed in your CRM and the matching wflow.com folder should follow.
Watch out
other scenarios that find the folder by its old name will stop matching it.
wflow.com27

Přejmenovat soubor úložiště

ActionIn the docs only

Renames one file in wflow.com storage, as the name, rename storage file, states. A consistent naming pattern makes files easier to find for everyone.

When to use it
right after an upload, to add the client name or the invoice number to a generic scan name.
Watch out
build the new name from mapped values, and check the result after Run once.
wflow.com28

Přesunout složku úložiště

ActionIn the docs only

Moves a whole folder to another place in wflow.com storage, going by the name, move storage folder. It lets the folder tree mirror the status of your work.

When to use it
a project reaches its end and its folder should move from active to archive.
Watch out
create the target folder first, for example with Vytvořit složku v úložišti, so the move has somewhere to go.
wflow.com29

Přesunout soubor úložiště

ActionIn the docs only

Relocates one stored file to another folder; the name means move storage file. You keep the file, only its place changes.

When to use it
an inbox folder where scans land, sorted into supplier folders once the invoice is recognized.
Watch out
if a lock is set on the file, run the move before Nastavit zámek souboru v úložišti, not after.
wflow.com30

Přidat štítek k dokumentu

ActionIn the docs only

Puts a label on a wflow.com document, since štítek means label or tag. Labels let your team filter documents without opening them.

When to use it
right after a document is created by a scenario, to mark its source, its client or its status.
Watch out
use label names your team already knows; a typo in a mapped value creates a label nobody searches for.
wflow.com31

Stáhnout hlavní soubor dokumentu

ActionIn the docs only

Downloads the main file of a document into your scenario, so another app can receive it. The name reads download main document file.

When to use it
sending the final contract to a client by email, or copying it into an accounting tool.
Watch out
the Make Free plan caps files at 5 MB and data transfer at 512 MB.
wflow.com32

Stáhnout soubor z úložiště

ActionIn the docs only

Fetches a file from wflow.com storage so the next module can do something with it; its name means download file from storage.

When to use it
a stored template or report should go out as an attachment, or be copied to another cloud drive.
Watch out
the file travels through Make, so its size counts against your transfer and the 5 MB file cap on the Free plan.
wflow.com33

Upravit dokument

ActionIn the docs only

Changes an existing wflow.com document with new data from another app. Upravit dokument simply means edit document.

When to use it
the client address or the amount changed in your CRM and the document should match it without anyone retyping.
Watch out
a locked document may refuse edits, so keep Nastavit zámek dokumentu for the very end of your process.
wflow.com34

Vložit časové razítko do souboru dokumentu

ActionIn the docs only

Adds a timestamp to a file of a document, as its name, insert a timestamp into a document file, describes. It marks when a file reached a given state.

When to use it
once a document is approved or signed, to record the moment on the file itself.
Watch out
the kind of timestamp is not documented; check the file in wflow.com after a first Run once.
wflow.com35

Vykonat API požadavek

ActionIn the docs only

Sends a request of your own to wflow.com, going by its name, execute API request. It is the fallback when none of the dedicated modules covers what you need.

When to use it
you know which wflow.com function you want and no dedicated module offers it.
Watch out
Make publishes no detail on this module, so start with a harmless request and read what comes back after Run once.
wflow.com36

Vytvořit dokument

ActionIn the docs only

Opens a new document record in wflow.com from data sent by another app. The name means create document, without a file.

When to use it
a new order or request should exist in wflow.com before any file is ready, so people can comment and add files later.
Watch out
if you already have the file, Vytvořit dokument se souborem does both jobs in one step.
wflow.com37

Vytvořit dokument se souborem

ActionIn the docs only

Creates a wflow.com document and puts a file in it at the same time; the name reads create document with file. One module, one operation, instead of two steps.

When to use it
a signed PDF, a scanned invoice or a form export that should arrive in wflow.com already complete.
Watch out
map the file from the previous module, and stay under 5 MB on the Free plan.
wflow.com38

Vytvořit složku v úložišti

ActionIn the docs only

Builds a new folder in wflow.com storage, following its name, create folder in storage. Folders created by a scenario follow the same naming every time.

When to use it
a new client signs, and a folder for their files should be ready before anything is uploaded.
Watch out
run it once per client, or add a check first, otherwise a rerun may create duplicate folders.
Need help

Need help automating wflow.com with Make?

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FAQ

Questions about wflow.com and Make

01Is the wflow.com Make integration free?
Yes, wflow.com is a standard app in Make, so its modules work on the Free plan. That plan keeps you to 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lift those limits, with a minimum interval of 1 minute and unlimited active scenarios. Usage is counted in operations, one per module run on each bundle. Whatever wflow.com charges for its own account is a separate matter this page does not cover.
02What do you need to connect wflow.com to Make?
A wflow.com account and a Make account. Make's documentation lists no specific prerequisite for wflow.com and no dedicated connection steps, so the generic flow applies: add any wflow.com module, click Create a connection, give it a name if you like, then either authorize Make on the wflow.com page or paste the key wflow.com provides, and click Save. The same connection then serves all 38 modules. If you are unsure which access your account has, sort that out with your wflow.com administrator before building anything.
03Can wflow.com start a Make scenario instantly?
No. wflow.com has no trigger in Make, neither scheduled nor instant, so it cannot start a scenario by itself. Even the modules whose names mention a new event are actions that write to wflow.com. To launch a scenario, start with a trigger from another app, such as a form, a mailbox or a CRM, and add wflow.com modules after it. You can also start with the schedule of Make: a new scenario runs every 15 minutes by default, and the Free plan does not allow a shorter interval.
04What if the wflow.com module you need is missing?
Check the 38 modules first, then look at Vykonat API požadavek, the app's own module for sending a custom request to wflow.com. It is not the universal Make an API Call module, and Make publishes no detail on it, so start with a harmless request and check the result over a few test runs. Make also warns that the documentation for wflow.com is limited because there is too little public information on the app. If that route gets stuck, another app may cover the step, or the team can help you build it.
05Make or n8n for wflow.com?
It depends on where the rest of your automations live. In Make, wflow.com comes with 38 action modules you set up without code, and the editor shows each step as a bubble you can test with Run once. Many apps also have an n8n node, but this page does not confirm whether wflow.com is one of them, so check before you choose. If your team already runs its other scenarios in one tool, keeping wflow.com there is usually the simpler path. The n8n vs Make comparison linked above sets out the criteria.
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