Make for App Integration: Automating Business Workflows

• Basic understanding of business applications and cloud-based tools
• Experience with workflow automation concepts
• No prior programming knowledge required

Audience

• Business professionals
• Operations managers
• IT and automation specialists

Make is a powerful no-code automation platform that enables businesses to integrate and automate workflows across multiple applications.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to leverage Make for integrating various business applications, streamlining operations, and improving productivity.

By the end of this training, participants will be able to:

• Set up automated workflows between different business applications.
• Use Make to connect SaaS tools such as Google Workspace, Slack, Trello, and Stripe.
• Design and implement multi-step workflows without coding.
• Optimize and troubleshoot automated workflows.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Make for App Integration

• Overview of Make and its automation capabilities
• Understanding no-code workflow automation
• Key benefits of app integration for businesses

Getting Started with Make

• Creating a Make account and setting up workspaces
• Exploring the Make interface and dashboard
• Understanding scenarios, modules, and triggers

Connecting and Automating Business Applications

• Integrating Google Workspace (Sheets, Drive, Gmail)
• Automating communication with Slack and Microsoft Teams
• Managing tasks with Trello, Asana, and ClickUp

Advanced Workflow Automation

• Creating multi-step workflows with multiple conditions
• Using filters, routers, and iterations for complex scenarios
• Error handling and troubleshooting workflows

Automating eCommerce and Payments

• Integrating Stripe and PayPal for payment processing
• Automating customer notifications and invoicing
• Syncing eCommerce platforms with CRMs

Optimizing and Scaling Automation

• Best practices for workflow efficiency
• Monitoring and maintaining automated workflows
• Security and compliance considerations in automation

Summary and Next Steps