Integration with Make

Make is an automation platform that lets you connect Caspio with other applications and web-based services to automate data-driven workflows. Using Make scenarios, you can trigger actions in Caspio from external systems or send Caspio data to other services in real time.

With Caspio and Make, you can automate tasks such as:

• Adding records to a Caspio table when events occur in another application
• Creating calendar events or tasks when data is added or updated in Caspio
• Sending notifications, documents, or e-signature requests when required data is entered

The Caspio integration in Make is based on scenarios that connect modules, which might serve as either triggers (specific events that start a scenario) or actions (operations performed as a result).

Caspio connects to Make through its REST API. Authentication is handled using a REST API profile created in your Caspio account and configured as a connection inside Make.

Note:

• Integration with Make uses REST API v2.
• Caspio is not affiliated with Make, and Make’s fees are managed separately.
• Configuring and executing scenarios that use Caspio modules consumes the integrations calls resource in your Caspio account.

Connecting Make to Caspio

To get started, create a Caspio Web services profile and connect it to Make.

Prerequisites:

• A Caspio account with the Integrations feature
• A Make account

Steps:

1. In Caspio, create a Web services profile.
2. Save the profile and open it from the list. You will need the Client ID, Client Secret, and Integration URL to configure the Make connection.
3. In Make, add the connection to Caspio:
   
   1. From the left panel, click Scenarios and open a scenario.
   2. Close to the scenario builder plus icon, search for Caspio and select it.
   3. Click an action you want to add and in the window that opens, click Create a connection.
   4. Paste the Integration URL (in the Domain field), Client ID, and Client Secret copied from the Caspio Web services profile. Click Save.

Creating Scenarios Using Caspio Modules

Make provides a comprehensive set of Caspio modules that allow you to work with applications, tables, records, views, fields, and DataPages directly from a scenario. Using these modules, you can retrieve metadata, create and manage database structures, add or update records, deploy or un-deploy DataPages, and make custom REST API calls for advanced use cases.

This flexibility lets you build scenarios that automate both data operations and application management tasks in Caspio, either as part of a larger workflow or in combination with modules from other apps in Make.

APPLICATIONS

• Get Application Properties — Retrieves details for a specific Bridge application.
• List Applications — Returns a list of all Bridge applications in your account.

DATAPAGES

• Deploy a DataPage — Deploys a specific DataPage.
• Deploy all DataPages — Deploys all DataPages in an application.
• Get DataPage Properties — Retrieves details about a DataPage.
• Get a DataPage Deployment Code — Retrieves a deployment code for a DataPage.
• List DataPages — Lists all DataPages in an application.
• Un-deploy a DataPage — Retracts a DataPage from deployment.
• Un-deploy all DataPages — Removes deployment for all DataPages in an app.

TABLES

• Create a Table — Creates a new table in Caspio.
• List Table Fields — Retrieves a list of all table fields.
• List Tables — Lists all tables in an application.

TABLE RECORDS

• Create a Table Record — Adds a new record in a table.
• Update a Table Record — Updates an existing record in a table.
• Search Table Records — Searches for table records or lists all of them.
• Delete a Table Record — Removes a record from a table.

TABLE FIELDS

• Create a Table Field — Creates a new field in a table.
• Update a Table Field — Updates the definition of an existing table field.
• Update Password Field’s Value — Updates the value of a specific password field.
• Get a table field — Retrieves details for a specific table field.
• List Password Fields — Lists all password fields in the account.
• Reset a Password Field — Resets the value of a password field.
• Delete a Table Field — Removes a field from a table.

VIEWS

• List Views — Lists all views in the account.

VIEW RECORDS

• Create a View Record — Adds a record to a view.
• Update a View Record — Updates a record in a view.
• Search View Records — Searches for or lists view records.
• Delete a View Record — Deletes a record from a view.

TASKS

• List Tasks — Retrieves a list of tasks associated with your Caspio account.

OTHER MODULES

• Make an API call — Performs an arbitrary HTTP request against Caspio’s API (useful for operations not directly supported by other modules).