Chapter 3: How to automate using Integromat: Step-by-Step

Integromat is the glue of the internet- connecting different apps in powerful ways. Creating an integration allows you to connect two apps so they can work together. Every time an action will happen in one app, it will trigger another action in the other app. You can even automate actions?inside your Monday account across pulses or boards. Integromat allows you to create these internal automation and external integrations without writing a line of code.

Automating with Integromat is easy but powerful, thanks to the predefined scenario templates.

1. Start by signing up for a free Integromat account. The free tier includes all the features of the platform and doesn’t require a credit card.
2. Signup for the services you want to connect. You’ll need to log in to these to connect them with Integromat.
3. From the Integromat dashboard, go to the template page and click ‘Create a new scenario from template’.
4. You’ll see hundreds of predefined templates that connect popular services. By clicking ‘filter’ in the top left, you can search for the apps you want to connect to.
5. The scenario will appear in the visual editor and you can tweak it to suit your needs.

If you can’t find a template for your scenario, you can build your own from scratch with the visual editor:

1. From the Integromat dashboard, click ‘Scenarios’ in the sidebar, then click ‘Create a new scenario’.
2. Pick the services you want to integrate.
3. You’ll now see a mostly blank canvas for your scenario. Click the question mark to select the first module to wish to add, and pick the service or app you want to use. A list of available modules will appear, including triggers, actions, iterators, and more. The most common module to start a scenario is a trigger module. For example, when you receive a new email.

4. A form will appear to configure the module. Every module has different options, so follow the steps within Integromat.

5. Click the plus (+) to add the next module and pick the service you wish to connect to. Again, complete the configuration for this module.

6. You’ll now see a dotted connection between the modules. By clicking this, you can add filters, routers and other modules.

7. If you need to do advanced processing, look in the ‘tools’ area at the bottom of the screen. This gives you access to a wide range of tools that enable you to make more complicated automation. For example, you can increment a counter, add a manual delay, set and retrieve variables, and much more.

8. Continue adding modules to build your automation. If things are getting messy, you can reorganize your modules by dragging them or clicking the magic wand in the bottom toolbar to auto-align the items.

9. Once your workflow is complete, use the scheduling options in the bottom toolbar to make it run automatically.

Parting Words

Automation is simplified with Integromat. All we have to do is work on different scenarios, come up with ideas and we can also utilise this tool for a better outcome. Missed something you were looking for?