How to Integrate Jodoo with Other Platforms Using Make?

Now that you've gained a basic understanding of Make, it's time to take the next step: use Make to integrate Jodoo with other apps or platforms based on your needs. The entire process involves a few key steps, which we'll cover in detail to ensure you can follow along with ease.

How to Integrate Jodoo with Other Platforms Using Make?

Step 1 Creating your Make account and logging in

Before you can connect Make and Jodoo, you'll need a Make account. You can sign up here.

Step 2 Creating a scenario with Make

After creating your Make account, it's time to create a scenario to connect Jodoo with other platforms. A Scenario is a series of automated actions or workflows that connect different applications to perform tasks without manual intervention. It is essentially a visual workflow where you can define triggers (an event that starts the process) and actions (tasks that occur as a result of the trigger).

In this article, we use Slack as an example to demonstrate how to let Slack send a message to remind us every time we receive a task in Jodoo. Let's see how to do it.

1. In your Make dashboard, go to the Scenario section. Click the Create a new scenario button to start creating your integration.

2. Click the plus icon in the blank canvas to select your app. Search for and click Jodoo from the list.

Step 3 Configuring the trigger

1. After selecting Jodoo, you can see all the triggers and actions Jodoo supports. In this case, we choose Watch New Task, which means the automation you built will be triggered when your Jodoo account receives a task.

2. After choosing the trigger, you will be directed to configure the connection. Click Create a connection and the configuration window will pop up, where you can name the connection and enter the API key. For information on how to get your API key in Jodoo, see API Key Management. After entering the API Key, click Save.

3. Then a new pop-up window will appear asking you to enter the Username.

Username refers to the User No. in Jodoo, which you can find by clicking Contacts > Management > No.. You can copy your No. and paste it into Make.

After entering the Username in Make, click OK.

4. At last choose where to start based on your needs and click OK.

By now, you have configured the trigger successfully.

Step 4 Setting up the action

1. After configuring the trigger, we need to set up the action. In this case, we choose Slack to perform the action. Click the plus button and search for and click Slack from the list. you can see all the actions Slack can perform. In this case, we choose Create a Message because we want Slack to inform us every time we receive a task.

2. After selecting, you will be directed to the connection configuration page. Click Create a connection and then choose the connection type according to your needs. In this case, we select Slack (user). Then a new window will pop up where we can rename the connection. When everything is set, click Save.

3. After clicking Save, a permission request page will appear. Click Allow to authorize Make to access your Slack account. If you’re not already logged into Slack, log in first, then grant Make the necessary permissions to connect.

4. Then we continue to set up the configuration of Slack. You can enter a channel ID or name manually, or select from the list. When you select from the list, you can choose the Channel type and channel you want to send a message to from the drop-down list. The next is Text, referring to the content of the message Slack send. Select the information you want to add to the Text field. Think of it like multiple choice: You can select one option or several. When all is set, click OK. By now, you have connected Jodoo with Slack. Next, let's test whether the connection is successful.

Step 5 Testing your scenario

Before you activate and schedule your scenario, you should test your scenario to check if everything is working properly. Testing your scenario is vital for seeing how data flows through your scenario. It also helps to show if there are any errors in your scenario. Let's see how to do it.

1. Click the Run once button to test your scenario. Then go to Jodoo to initiate a task for yourself. If the connection works well, when you receieve a task in Jodoo, Slack will send a message to inform you.

2. After initiating a task for yourself,, go back to Make to see whether your test runs successfully. If succeeded, the test will stop, and you will see a checkmark on both Jodoo and Slack.

3. It's always good practice to go to your action app to double-check check your how the message looks. You can navigate to your Slack dashboard to check the message. You can find the new message in the channel you choosed.

Now, you’re good to go to activate your scenario.

Step 6 Activating your scenario

To activate, click the back arrow at the top-left of the flow to return to the main view. Then, on the Diagram tab, toggle the On/Off button and ensure it’s set to On. That’s all—your flow is now active!

Congratulations! By now, you've already configured your scenario to connect Jodoo with Slack. Anytime you receive a task in Jodoo, you will get a message in Slack to remind you.

What Triggers and Actions Jodoo supports?

Jodoo can act as either the Trigger app — the system that initiates an action — or the Action app — the place where the end action occurs. The following is the list to show the triggers, actions and search Jodoo supports in Make.

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What Jodoo triggers and actions are available?