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Workiom Make integrationAutomate Workiom with Make.
New and changed Workiom records can start work in your other tools on their own. The Workiom Make integration gives you 4 modules: 2 triggers and 2 actions. This guide is for ops people who already use Workiom and want to wire it up without code, from the API key to a first live scenario.
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What can the Workiom Make integration automate?
The Workiom Make integration links your Workiom account to Make, a tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger or an action. Make can notice records that were created or updated in Workiom, and it can add new records there, with no code to write.
Feed Workiom from the rest of your stack. A lead form, a signed quote or a support ticket lives in another app. Put that app's trigger first, then Create a Record, and each new item arrives in Workiom as a record your team can work on.
React when someone edits a record. Watch Updated Records picks up changes, so a status moved by a colleague can push a message or a row into another tool. For brand new entries, Watch Created Records does the same job at the start of the record's life.
Reach what the list does not cover. The Workiom app in Make has no module to search, update or delete a record. Make an API call fills that gap: it calls the Workiom API with the connection you already set up, as long as the API offers the endpoint you need.
One caution before you build: Make's own Workiom page says its content was generated by AI from the vendor's documentation and may contain mistakes, so trust the Workiom screen when a label differs. If you are weighing tools, the n8n vs Make comparison lays out the criteria, the Make pricing page explains how operations are counted, and Make training helps if this is your first scenario.
How do you connect Workiom to Make?
- 01
Copy your Workiom API key
In Workiom, open Account Settings, find the section labeled API key and copy the key shown there. Make needs it to act on your behalf, and you need an active Workiom account for the key to exist at all.
- 02
Add a Workiom module in Make
In a scenario, add any Workiom module and click Create a connection. A connection is your Workiom account linked to Make once; every Workiom module in your scenarios reuses it afterwards.
- 03
Name it and paste the key
The Connection name field is optional, but a clear name helps when you run several accounts. Paste the API key you copied, confirm, and Make now lists what it can read from your Workiom account.
Your first scenario with Workiom
GoalWhen a new lead reaches your form tool, Make creates a matching record in Workiom.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. This one belongs to the app where your leads arrive, not to Workiom.
- 02
Set the starting trigger
Search your form app by name, pick its trigger and connect the account. Each lead it sends becomes a bundle: one item that flows to the next module.
- 03
Add Create a Record
Click the + on the right, search Workiom and choose Create a Record. Pick your connection, then fill the fields Make shows by mapping the lead's details from the first module.
- 04
Test with Run once
Send a test lead, then click Run once. Open each module's bubble to read the bundle it received and check the new record in Workiom before going further.
- 05
Schedule and switch on
On the first module, open the clock and set the schedule: a new scenario runs every 15 minutes by default, and the Free plan cannot go below that. Then switch the scenario on.
What starts a Workiom scenario
2 modules start a scenario when something happens in Workiom. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Workiom as soon as it happens.
Watch Created Records
triggerIn the docs onlyThis trigger hands your scenario every record added to Workiom since the last check, so a new entry can start work elsewhere without anyone copying it by hand.
Watch Updated Records
triggerIn the docs onlyChanges are what this one catches: whenever an existing Workiom record is edited, the scenario receives that record and can act on its new values.
What the Workiom modules do
Workiom gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Record
ActionIn the docs onlyAdds a fresh record to Workiom from data coming out of an earlier module, so leads, orders or tickets from another app land where your team already works.
Make an API call
ActionIn the docs onlyOpens the whole Workiom API to your scenario with the connection you already have, which is your route to searching, updating or deleting records, if the Workiom API offers those actions.
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