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Whereby Make integrationAutomate Whereby with Make.
What if every booking came with its own video room, ready before anyone asks for a link? The Whereby Make integration gives you 7 action modules to create, read and delete meetings and to brand your rooms. This guide shows you how to connect your account and build a first scenario.
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What can the Whereby Make integration do for you?
The Whereby Make integration links your Whereby account to Make so meetings get created, checked, removed and branded without you opening Whereby. You build a scenario, the automation made of modules chained together, and Make runs it for you whenever another app hands it something to work on.
A room for every booking. A consultant takes appointments through a booking tool. Each new slot starts the scenario, and Create a Meeting opens a Whereby meeting for it, so the client gets a room without anyone copying a link by hand.
Rooms that look like your brand. An agency running workshops for several clients can use Set a Room Logo, Set a Room Background and Set Room Colors to dress a room for the client of the day, straight from the data in the scenario.
Clean-up after a cancellation. When a session is called off in your CRM, Get a Meeting checks what exists and Delete a Meeting removes it, so no empty room stays behind.
Keep the limits in mind. Whereby has no trigger in Make, so the scenario always starts from another app or from a schedule, and Make itself notes that its documentation for this app is limited. For anything the seven modules miss, Make an API Call reaches the rest of the Whereby API. If you are weighing tools, read n8n vs Make, and before you pick a plan, look at Make pricing. To learn the editor step by step, the Make training is a good place to start.
How do you connect your Whereby account to Make?
- 01
Add a Whereby module
In your scenario, add any Whereby module, for instance Create a Meeting, then click Create a connection. A connection is your Whereby account linked to Make once and reused by every Whereby module afterwards.
- 02
Name the connection and authorize Make
Giving the connection a name is optional but handy if you manage several Whereby accounts. Then authorize Make on the Whereby page that opens, or paste the key Whereby gives you, depending on what the window asks for.
- 03
Save and reuse it
Click Save. The connection now shows up in every Whereby module you add, so you set it up once and simply pick it from the list next time.
Build your first scenario with Whereby
GoalWhen a new booking arrives in another app, Make creates a Whereby meeting for it and puts your logo in the room.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. Since Whereby has no trigger, the first module comes from the app where your bookings live.
- 02
Add Create a Meeting
Click the + to the right of that first module, search for Whereby and pick Create a Meeting. Choose your connection, or click Create a connection if this is your first Whereby module.
- 03
Map the booking data
Fill the module fields with data mapped from the booking module. Each bundle, one item passed from one module to the next, becomes one meeting in Whereby.
- 04
Brand the room
Add Set a Room Logo after the meeting module and pick the room to brand. If Create a Meeting returns that room, map it; Run once will show you. The client sees your logo when they join.
- 05
Test with Run once
Click Run once to run the scenario a single time, then open each module to read the bundles it received. Check that the meeting exists in Whereby before going further.
- 06
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. Each module run on a bundle costs one operation, the unit Make counts on your plan.
Every Whereby module in Make
Whereby gives you 7 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Meeting
ActionIn Make“Creates a new meeting.”
Opens a brand new Whereby meeting from your scenario, so a video room exists the moment a booking, a deal or a form reply calls for one. It is the module most scenarios with this app are built around.
Delete a Meeting
ActionIn Make“Deletes a specific meeting.”
Removes one specific meeting from Whereby, which keeps your account tidy when plans change and stops people from joining a session that no longer exists.
Get a Meeting
ActionIn Make“Retrieves a specific meeting.”
Reads the details of one meeting you already have, so later modules can reuse what Whereby knows about it instead of you looking it up by hand.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
You get access to any endpoint of the Whereby API with the connection you already set up, which covers what the six ready-made modules leave out.
Set a Room Background
ActionIn Make“Sets a background image for a specific room.”
Puts a background image in a specific room, so guests land in a space that matches the event or the client instead of the default look.
Set a Room Logo
ActionIn Make“Sets a logo image for a specific room.”
Adds a logo image to a specific room, which gives a small branded touch to calls with prospects or customers without opening the Whereby settings.
Set Room Colors
ActionIn Make“Sets primary and secondary colors for a specific room.”
Applies a primary and a secondary color to a specific room, so the call interface matches a brand palette rather than the standard one.
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