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Yunique Make integrationAutomate Yunique with Make.
Can Make read your Yunique chats and send WhatsApp messages for you? The Yunique Make integration offers 16 action modules, from contact lookups to call history. This guide connects your account and walks you through a first scenario, step by step.
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What does the Yunique Make integration do?
The Yunique Make integration links your Yunique account to Make, a visual tool where you build a scenario (the automation itself, a chain of bricks called modules). Its 16 modules are all actions: they fetch contacts, conversations and call records, or they send and create something in Yunique when another step asks them to.
Reply on WhatsApp without typing. A lead fills in a form in another app, Busca Contato pelo Telefone finds that person in Yunique, and Send a Whatsapp Template sends your approved message. Sales teams get the first touch out while the lead is still warm.
Keep a record of every call. A support manager can pull Busca histórico de ligações em format CSV and drop the file into a shared drive, so the team reviews calls in a spreadsheet instead of inside Yunique.
Feed a dashboard. Métricas de Conversas hands conversation figures to the next module, which can write them into a sheet your manager already reads.
Two limits to know. Yunique has no trigger in Make, so a scenario starts from another app or from a schedule. And Make itself warns that its Yunique documentation is limited, so test each module with Run once before you trust it. The Make troubleshooting guide helps when a run fails, and the Make training covers the editor from scratch. Weighing another tool? Read n8n vs Make.
How do you connect Yunique to Make?
- 01
Add a Yunique module
In your scenario, click the +, search for Yunique and pick any of its modules. The connection (your Yunique account linked to Make once, then reused by every Yunique module) starts from there: click Create a connection.
- 02
Name it and authorize
Give the connection a name you will recognize later, which is optional but handy with several accounts. Then either approve Make on the Yunique page that opens, or paste the key Yunique gives you, depending on what the window asks for.
- 03
Save and check
Click Save. Make now lists this connection in every Yunique module you add, so you only do this once. Fill a simple lookup module and press Run once to confirm the account answers.
Your first scenario with Yunique
GoalWhen a new lead lands in another app, Make finds the contact in Yunique and sends a WhatsApp template.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. Since Yunique has no trigger, start with the app where your leads arrive, such as a form or a CRM.
- 02
Find the contact
Click the + on the right of that first module and add Busca Contato pelo Telefone. Choose your Yunique connection, then map the phone number from the previous module into it.
- 03
Send the template
Add Send a Whatsapp Template after the lookup. Fill its fields with data from the two earlier modules; each bundle (one item passed from module to module) carries one lead.
- 04
Test with Run once
Click Run once and create a test lead. Open the bubble above each module to read the bundles it received, and check that the message reached a phone you control.
- 05
Schedule and switch on
Set the clock on the first module: a new scenario runs every 15 minutes by default, and the Free plan cannot go below that. Then switch the scenario on.
What each Yunique module does
Yunique gives you 16 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Busca Contato pelo ID
- Busca Contato pelo Telefone
- Busca Membros de uma Conversa
- Busca histórico de conversas em formato CSV
- Busca histórico de ligações em format CSV
- Busca histórico de uma ligação
- Busca o conteúdo de uma conversa
- Busca um usuário pelo ID
- Busca uma lista de Conversas
- Create a Chat Room - Initiate a chat
- Criar uma Atividade
- Make an API Call
- Métricas de Conversas
- Recebendo Eventos de Chat
- Recebendo Notificações de Ligações
- Send a Whatsapp Template
Busca Contato pelo ID
ActionIn the docs onlyGoing by its name, it fetches the Yunique contact behind an ID you already hold, so later modules can use it. The Portuguese name reads "find contact by ID", and Make lists it as an action.
Busca Contato pelo Telefone
ActionIn the docs onlyTurn a phone number into a Yunique contact, which is usually the first link between a form or CRM and your chat tool. Its name means "find contact by phone".
Busca Membros de uma Conversa
ActionIn the docs onlySee who took part in a conversation, which helps when a chat moved between agents. The name translates as "find members of a conversation".
Busca histórico de conversas em formato CSV
ActionIn the docs onlyExport your conversation history as a CSV file that any spreadsheet opens. The Portuguese label means "get conversation history in CSV format".
Busca histórico de ligações em format CSV
ActionIn the docs onlyPull your call log out of Yunique as a CSV file, ready for a sheet or an archive. Its name reads "get call history in CSV format".
Busca histórico de uma ligação
ActionIn the docs onlyZoom in on a single call and bring back its history, one call at a time. The name means "get the history of one call", unlike the CSV export that covers many.
Busca o conteúdo de uma conversa
ActionIn the docs onlyJudging by its name, it brings a conversation's content into your scenario, so it can travel to another app. The Portuguese label reads "get the content of a conversation".
Busca um usuário pelo ID
ActionIn the docs onlyFind out which Yunique user sits behind an ID, so you know which teammate handled a chat. The name means "find a user by ID".
Busca uma lista de Conversas
ActionIn the docs onlyGather several conversations in one step, so later modules can work through them. Its name translates as "get a list of conversations".
Create a Chat Room - Initiate a chat
ActionIn the docs onlyOpen a new chat in Yunique from outside, so the conversation starts without an agent clicking anything. This is one of the few modules with an English name.
Criar uma Atividade
ActionIn the docs onlyAdd an activity in Yunique, leaving a trace of something that happened elsewhere. The Portuguese name simply means "create an activity".
Make an API Call
ActionIn the docs onlyReach any part of the Yunique API that the other 15 modules skip, while reusing the same connection. It is the fallback when a listed module does not fit.
Métricas de Conversas
ActionIn the docs onlyCollect conversation metrics and pass them on, turning Yunique figures into a report elsewhere. The label means "conversation metrics".
Recebendo Eventos de Chat
ActionIn the docs onlyDespite a name that reads "receiving chat events", Make lists this module as an action, not a trigger, so it runs only when an earlier step reaches it.
Recebendo Notificações de Ligações
ActionIn the docs onlyBring call notifications into your scenario as it runs. The name means "receiving call notifications", yet Make classes the module as an action.
Send a Whatsapp Template
ActionIn the docs onlySend a ready-made WhatsApp template through Yunique, so a customer gets a message the moment your scenario reaches this step.
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