Resources · Make integration

YourCharlie Make integrationAutomate YourCharlie with Make.

Can Make pick up your YourCharlie testimonials and pass them on? Yes. The YourCharlie Make integration gives you 5 modules: 2 triggers and 3 actions. This page shows marketers how to link the account, build a first scenario and pick the right module.

Try the YourCharlie integration on MakeSee the 5 modules

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What you can automate

What does the YourCharlie Make integration do?

The YourCharlie Make integration links your YourCharlie account to Make, a no-code tool where you build a scenario, meaning an automation made of modules chained together. Make can spot new or unlocked testimonials, create a testimonial and unlock one, without you writing any code.

Share every fresh testimonial with the team. Put Watch New Testimonial at the start of a scenario and add the module of your chat or email app after it, so each new testimonial lands where your colleagues already look.

Feed testimonials in from somewhere else. When feedback is collected in a form or a spreadsheet, a Create a Testimonial module placed after that app sends it to YourCharlie instead of a manual copy and paste.

Act on unlocked testimonials. Watch Unlocked Testimonials starts a scenario each time Make finds one, and you decide which app receives it next.

Know the limits before you start. Make's documentation for YourCharlie is marked as limited, because there is not enough public information about the app: no module descriptions, no field list. Test each module with Run once before relying on it. If you also work with n8n, the n8n vs Make comparison helps you choose, and the Make training covers the editor from the ground up. When a run fails, start with Make troubleshooting.

Connect

How do you connect YourCharlie to Make?

  1. 01

    Open the connection window

    Add any YourCharlie module to a scenario and click Create a connection. A connection is your YourCharlie account linked to Make one time, then reused by every YourCharlie module you add later.

  2. 02

    Name it and grant access

    Give the connection a name if you like, which helps once you manage several accounts. Then approve Make on the YourCharlie page that opens, or paste the key YourCharlie gives you if the window asks for one.

  3. 03

    Save and check the result

    Click Save. The connection now shows in the module, and Make can read your YourCharlie data. If the window closes without saving, repeat the step rather than moving on with an empty field.

First scenario

Your first scenario with YourCharlie

GoalWhen a new testimonial arrives in YourCharlie, Make unlocks it.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big + in the middle of the editor. That empty circle becomes your first module.

  2. 02

    Pick Watch New Testimonial

    Type YourCharlie in the search, choose Watch New Testimonial and select your connection, or click Create a connection if you have not linked the account yet.

  3. 03

    Add Unlock a Testimonial

    Click the + on the right of the trigger and add Unlock a Testimonial. Map the testimonial from the first module into it, so Make knows which one to handle.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received. A bundle is one item passed along, here one testimonial.

  5. 05

    Schedule and switch on

    Open the clock on the first module: a new scenario checks every 15 minutes by default, and the Free plan cannot go below that. Then switch the scenario on.

Triggers

What can start a YourCharlie scenario?

2 modules start a scenario when something happens in YourCharlie. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by YourCharlie as soon as it happens.

YourCharlie1Watch New Testimonial

Watch New Testimonial

triggerIn the docs only

This trigger starts your scenario whenever YourCharlie holds a testimonial that Make has not seen before, so each new piece of praise can travel to another app without anyone forwarding it by hand.

How it fires
scheduled. Make checks YourCharlie on the scenario's schedule, every 15 minutes by default, so a testimonial shows up at the next check rather than the second it is written.
When to use it
when your team wants to hear about new feedback in the tool it already reads, or when a testimonial should trigger a follow-up.
Watch out
the documentation gives no description of this module, so run it once and read the bundle before mapping anything.
YourCharlie2Watch Unlocked Testimonials

Watch Unlocked Testimonials

triggerIn the docs only

Here the scenario reacts to testimonials that have been unlocked in YourCharlie, which lets you treat that step as the green light for whatever comes next in your flow.

How it fires
scheduled. Make asks YourCharlie for unlocked testimonials each time the scenario runs on its schedule; nothing is pushed to Make the moment it happens.
When to use it
when only testimonials past that step should reach your website team or your social media planning.
Watch out
Make's documentation does not explain what unlocking covers in YourCharlie, so check it with Run once on a real testimonial.
Modules

What can Make do in YourCharlie?

YourCharlie gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

YourCharlie1

Create a Testimonial

ActionIn the docs only

Adds a testimonial to YourCharlie from data another module hands over, so feedback gathered elsewhere ends up in one place without retyping.

When to use it
after a form, a survey or a review app, when a customer has just left a kind word you want to keep.
Watch out
the documentation lists none of its fields, so open the module and see what Make asks for before mapping.
YourCharlie2

Make an API Call

ActionIn the docs only

Reaches any part of the YourCharlie API that the other modules leave out, with the same connection you already set up.

When to use it
when the task you have in mind is not covered by Create a Testimonial or Unlock a Testimonial.
Watch out
you describe the request yourself, and with limited public documentation you will need the API reference from YourCharlie to build it right.
YourCharlie3

Unlock a Testimonial

ActionIn the docs only

Performs the unlock step on one testimonial in YourCharlie, which saves a manual click each time a testimonial needs that treatment.

When to use it
right after Watch New Testimonial, when every new testimonial should go through that step automatically.
Watch out
the documentation does not say what unlocking changes, so try it on one testimonial with Run once first.
Need help

Need help automating YourCharlie with Make?

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FAQ

YourCharlie and Make: common questions

01Is the YourCharlie Make integration free?
Yes, YourCharlie is a standard app in Make, so you can use it on the Free plan. That plan gives you 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of run time at most, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and count usage in operations per month. Each operation is simply one module running once on one bundle, which is what Make counts against your plan.
02What do you need to connect YourCharlie to Make?
A YourCharlie account and a Make account. Make's documentation lists no specific prerequisite for this app. Add a YourCharlie module, click Create a connection, name it if you want, approve Make on the YourCharlie page or paste the key the app gives you, then click Save. The connection is reused by every YourCharlie module afterwards, so you only go through these steps once per account. If the approval page does not open, make sure you are logged in to the right YourCharlie account first.
03Does the YourCharlie trigger in Make react in real time?
No. Both YourCharlie triggers, Watch New Testimonial and Watch Unlocked Testimonials, are scheduled: Make checks YourCharlie on the scenario's schedule instead of being called by the app. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan. Paid plans let you go down to 1 minute. There is no instant trigger for YourCharlie in Make. In practice, a testimonial left right after a check waits for the next one.
04What if a YourCharlie module is missing in Make?
Use Make an API Call. It calls any endpoint of the YourCharlie API from your scenario with the connection you already have, so you can cover what the 3 action modules do not. Keep in mind that Make marks the YourCharlie documentation as limited because there is not enough public information about the app, so you will need the API reference from YourCharlie to set the request up. Test the call with Run once before switching the scenario on.
05Should you use Make or n8n for YourCharlie?
It depends on which tool you already work in. In Make, YourCharlie comes with 5 modules: 2 scheduled triggers and 3 actions, one of them Make an API Call for anything the others miss. The same app often has an n8n node too. Check what it offers. Pick the tool where the rest of your flow already lives, then compare what each one gives you for YourCharlie. Still unsure? Build a small trial scenario in each tool and keep the one that fits how your team works.
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