How the Integration Works
In Make, a scenario is an automated process built from connected modules. The ChatbotX integration uses the ChatConnectX app, which provides three main components:
The typical setup order is: install ChatConnectX → create a Connection → choose a Trigger → add an Action → test the scenario.
Install ChatConnectX and Connect Your Workspace
Install the ChatConnectX App
1
Open ChatConnectX from Integrations
In ChatbotX, select Settings from the left menu and open Integrations. Find Make, then click Connect to open the ChatConnectX app page in Make.
2
Install the app
On the ChatConnectX page in Make, select Install.
3
Select an organization
Choose the Make organization where you want to install the app. Your Make account must have the Admin, Owner, or App Developer role. Select Install to finish.
The Connect button in ChatbotX only opens the ChatConnectX app page in Make. You create scenarios, configure modules, and enable schedules entirely within the Make platform.
Create a Connection
A Connection gives Make access to the correct ChatbotX workspace. Create it once and reuse it across all your ChatConnectX modules.1
Open the Connection dialog
In any ChatConnectX module in Make, select Add next to Connection.
2
Name the Connection
Enter a recognizable name such as
ChatbotX Production.3
Enter the Workspace token
In ChatbotX, go to Settings → Integrations → Workspace token and copy the token. Paste it into the Workspace token field in Make.
4
Save the Connection
Select Save, then select the new Connection in the module.
ChatConnectX Triggers
ChatConnectX provides two Triggers that can start a Make scenario:Watch Events
Use this Trigger together with ChatbotX Webhooks to start a scenario when Make receives a subscribed event from ChatbotX.Watch Flow Data
Use this Trigger when an Actions → Triggers → Make block inside a ChatbotX Flow sends data to Make.Create a Make Block in a ChatbotX Flow
1
Open the Flow
In ChatbotX, open the Flow that should send data to Make and select the appropriate message node.
2
Add the Make block
Select Create, then choose Actions → Triggers → Make to add the block to the node.
3
Name the event
Select Edit on the Make block. In Events, enter an event name such as
make_trigger, then select Save.Set Up Watch Flow Data in Make
1
Create a new scenario
In Make, select Scenarios, then create a New scenario.
2
Add ChatConnectX
In the first module, search for and select ChatConnectX.
3
Choose Watch flow data
Select Watch flow data so Make can receive data from the ChatbotX Flow.
4
Create a webhook and choose a Connection
Select Create a webhook, enter a webhook name, and choose your existing Connection. If no Connection exists yet, select Add and enter the Workspace token.
5
Enter the Event name
In Event name, enter the exact name used in Events on the Make block in ChatbotX (e.g.,
make_trigger), then select Save.6
Run once to capture sample data
Select Run once so Make begins waiting for incoming data.
7
Trigger from ChatbotX
Run the Flow that contains the Make block. When data arrives, Make displays the result in Operation 1.
Event, Contact, Custom Fields, Tags, and Contact Sequences. Map these fields into the next module in your scenario.
Perform Actions in ChatbotX
An Action is a module that runs after a Trigger. Add one by clicking the + after the Trigger module in your Make scenario, searching for ChatConnectX, and selecting the appropriate Action.Manage Contacts
Update Tags and Custom Fields
Send Content and Perform Advanced Tasks
Example: Send a Flow with Make
Suppose Make receives customer information from an external form. Use Send flow to deliver a confirmation or consultation Flow through the contact’s most recently used channel.1
Choose Send flow
Add a new ChatConnectX module to your scenario and select Send flow.
2
Choose a Connection
Select your existing Connection, or click Add to create one.
3
Enter the Contact identifier
Enter or map the contact identifier. You can use the
Contact ID from the Trigger output. Make also accepts id:123456, email:user@example.com, or phone:+84912345678.4
Choose the Flow
Enter the ID of a published Flow. Enable Map if the Flow ID comes from a previous module.
5
Choose an Inbox
Select a specific Inbox to send through a particular channel, or leave it empty to use the contact’s most recently active channel.
6
Save and test
Select Save, then select Run once to test the scenario.
The contact must already have an existing conversation before they can receive a Flow through Make. If Inbox is left empty, ChatbotX uses the contact’s most recently used channel.
Test the Scenario Before Enabling It
1
Receive sample data
Select Run once in Make, then trigger the Flow or data source that should activate the Trigger.
2
Check the output
Open Operation 1 and confirm that all required fields contain the correct data.
3
Verify the Action
Confirm that the Action succeeds and the contact receives the correct content or data update in ChatbotX.
4
Enable the scenario
After a successful test, enable the scenario schedule so Make processes future runs automatically.