Product Update: Zapier and Make.com integration

Niclas

 | 

November 14, 2024

Guides
Background

Zapier and Make.com are leading automation platforms that connect Valuecase to thousands of apps. It's as simple as setting up "If This, Then That" scenarios.

Our Zapier and Make.com apps are live. We have the most powerful API on the market – and with Zapier and Make.com it's now much more accessible. In this blog article, you'll learn everything you need to know to get started.

Use Cases

Here are a few of our favorite use cases:

  • Create Space automatically: Instantly create Valuecase spaces from various triggers like Google Sheets updates, CRM stage changes, or post-meeting notes.
  • Keep tasks in sync: Update tasks across platforms automatically. For instance, mark tasks complete in Valuecase when similar tasks finalize in apps like Jira or Monday.
  • Update spaces: Automatically update space properties based on external triggers, e.g. stage changes in your CRM. This enables you to use our content automation programmatically.
  • Connect to AI: Both Make.com and Zapier offer countless AI integrations. You could e.g. create a text with AI and auto fill it into a placeholder in a Valuecase Space. This enables mass personalisation on a whole new level.

Get started in 5 minutes

  1. Prerequisite: You need a Zapier or Make.com account.
  2. Grab your API credentials: You'll find them in your company settings (Admin only). Please keep them secure.
  3. Create your Zap or Make Scenario: For an easy start, go to our integration on the Zapier or Make.com marketplace and select an App to connect Valuecase with. Alternatively, the AI assistants in both platforms help you getting started as well.
  4. Build your workflow: Further build out your connection, if needed.
  5. Test the automation: Run the workflow to ensure everything works as expected.

These automations can truly transform how you use Valuecase. We'd love to know what you create!

Want to learn more about Valuecase? Let's talk today!

(We will help you set it up too)
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