Make

Make is a no-code, visual automation platform (formerly known as Integromat). With Make, you can connect different applications and services to automate workflows without having to write code.

To use Make, you need a Make account, which you can create for free at Make.com. In Make, you work with operations. Each action you perform counts as one operation.

Make is a tool that allows different applications to be automatically connected without requiring programming knowledge.

Repetitive tasks, such as sending emails, updating data, or creating new cards, can be automated with Make.

Automations are built in a visual interface where steps are displayed clearly. By working with components and connecting lines, it is easy to see which actions are taking place and in what order they are executed.

When you add the vPlan module in Make for the first time, you will be asked to create a connection to vPlan. You will need an API environment and API key, which can be generated in your vPlan environment under 'Developers'. You can add an API environment and key to establish a connection.
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Depending on what you want to achieve, you can select either an action or a trigger. Each automation ('scenario') consists of two parts:

A trigger initiates the process and can come from vPlan or another connected tool.

If the trigger comes from vPlan, it can be based on events. An event is something that happens in vPlan, such as a label being added, a card being created, or a resource being linked. You can set this up directly in Make.
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Next, you can select which events you want to receive updates for. In the example below, we want to receive an update whenever a label is added to a card.

Once this is set up, you will receive a trigger in Make each time a label is added to a card. You can then use actions to determine what happens next.

An action is what Make executes once the trigger occurs.

Like triggers, actions can take place in vPlan or in another application, depending on what you want to automate.

An action in vPlan can involve almost anything within vPlan. For example, you can create collections in the backlog, create activities, add resources, fetch cards, or create planning boards.

For instance, if you want to create a collection, you select 'Create a collection'. You can then map values from previous modules to the system fields in vPlan. For example, you can dynamically fill the collection name, description, and activities.

Consider the example below: someone fills out a form. Based on this submitted form, a collection is created in vPlan. The collection name is the name of the person who filled it out, and the description contains their email address. You could extend this further by adding activities or filling in extra fields.
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One advantage of Make is that you can have multiple actions take place in sequence. For example, after creating a collection, you could immediately plan it on the board by adding a second action: Plan a collection on a board. Here you can schedule the newly created collection on the specified planning board.
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In summary, Make ensures that manual steps are executed automatically, allowing you and your team to work more efficiently while reducing the chance of errors.

Automating with Make is accessible, even without technical knowledge. After creating a free account, you can immediately start setting up scenarios. This happens step by step, allowing you to work at your own pace. It is recommended to start with a simple automation, such as automatically creating a new card in vPlan. Once this works well, you can expand the scenario and add additional processes.

This Make video explains how to set up your first automation. It can help you understand how Make works and the possibilities of automation.
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