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Cflow

With Cflow modules in Make, you can manage the records, monitor process approvals, and initiates in your Cflow account.

To use the Cflow modules, you must have a Cflow account. You can create an account at cflowapps.com.

Refer to the Cflow API documentation for a list of available endpoints.

Connect Cflow to Make

To establish the connection, you must:

  1. Obtain your API key in Cflow.

  2. Obtain your User Key in Cflow.

  3. Establish the connection in Make.

Obtain your API key in Cflow

To obtain your API key from your Cflow account:

  1. Log in to your Cflow account.

  2. In the left sidebar, navigate to Admin > API Settings.

  3. Copy the API key value shown and store it in a safe place.

You will use this value in the API Key field in Make.

Obtain your User Key in Cflow

To obtain your User Key from your Cflow account:

  1. In the upper right corner, click your Profile name > Profile.

  2. Click User key.

  3. Click Generate new key > Yes, Generate.

  4. Copy the User Key Secret value shown and store it in a safe place.

Establish the connection with Cflow in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Cflow module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the API Key field, enter the API key copied above.

  4. In the User Key field, enter the user key copied above.

  5. In the User Name field, enter your Cflow email address.

  6. Click Save.

  7. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Cflow modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up Cflow Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

  1. Add an Cflow instant module to your scenario and click Create a webhook.

  2. Optional: Enter a name for the webhook in the Webhook name field.

  3. Select the corresponding connection for the webhook in the Connection field.

  4. Click Save > Copy address to clipboard.

  5. Log in to your Cflow account.

  6. In the left sidebar, click Admin.

  7. In the Integrations section, click Webhooks.

  8. In the lower right corner, click the plus icon.

  9. Select your Workflow, Stage, Status and in the URL field enter the webhook URL copied in step 4.

  10. Click Save.

Cflow will now send data to Make through the webhook when the selected event occurs.

Build Cflow Scenarios

After connecting the app, you can perform the following actions:

Triggers

  • Watch Process Approval

  • Watch Process Initiate

Actions

  • Create a Record

  • Make an API Call

  • Update a Record

In this section: