Introduction

The purpose of this post is to highlight some of the more advanced features available in Make.com that can help take your automations to the next level. Make.com is already an incredibly powerful no-code automation platform right out of the box. But by leveraging some of its more advanced functionality, you can unlock even more potential and efficiency in your automations and workflows.

In the sections below, we’ll cover 10 advanced features that allow you to build more sophisticated scenarios, customize your workflows, handle errors gracefully, process data more efficiently, and much more. With just a little familiarity with these advanced tools, you’ll be able to create complex multi-step automations to automate all kinds of processes and tasks.

Conditional Logic

One of the most powerful advanced features in Make.com is conditional logic. This allows you to set up if/then conditions and branching logic in your scenarios.

Conditional logic gives you much more control and customization over your workflows. For example, you could have an automation route leads to different follow-up sequences based on criteria like lead score or interests. Here’s a sample scenario using conditional logic to segment leads:

If Lead Score > 7 Then
– Add lead to “Hot” sequence
Else If Lead Score between 4-7 Then

– Add lead to “Warm” sequence
Else
– Add lead to “Cold” sequence

You can also use conditional logic to skip over steps if specified conditions aren’t met. For example:

If Payment Status = “Paid” Then
– Send “Thank You” email
– Add to customers list
Else
– Send “Payment Failed” email

With conditional logic, you have much more flexibility to customize workflows based on multiple branching conditions vs linear steps. This Make.com community post shows examples of conditional logic syntax.

Webhooks

Webhooks allow you to send real-time data from other apps into Make.com to trigger instant actions and workflows. They work by sending HTTP requests when certain events occur in external systems or apps. When Make.com receives the webhook request, it can immediately kick off a scenario.

For example, you could set up a webhook so that when a new lead is added in your CRM, it instantly triggers a Make.com workflow to enrich the lead data, send a welcome email, and add them to a drip campaign. Other common real-time triggers powered by webhooks include new payments, form submissions, content publishing, and more.

Webhooks open up many more possibilities for instant automation with Make.com. Rather than having to manually import data or run scheduled syncs, webhooks enable your scenarios to react immediately to external events. This creates more seamless and efficient workflows.

As noted in this Make.com article, webhooks are easy to set up within Make.com using the Webhooks integration. You simply specify a trigger URL and select the events you want to listen for. Whenever that event occurs, your scenario will run right away to take action on the new data.

Error Handling

Make.com’s error handling features enable you to gracefully deal with errors and failed operations in your scenarios. You can set up fallback paths, send alerts on errors, retry steps, and build in contingencies to make your automations much more robust and reliable.

For example, you could set up a fallback path to send the data to a different operation if the initial one fails. Or you could configure an error handler to break on failures and send you an email alert so you can investigate the issue. Make’s error handling supports advanced directives like:

• Retry – Attempts the failed step again up to a specified number of times
• Delay – Waits a set duration before retrying
• Break – Halts the scenario on failure
• Continue – Skips the failed step and continues

With robust error handling, you can build automations that gracefully handle inevitable failures, network errors, integrations issues, and more. Your scenarios will become much more resilient. Make’s error handling documentation provides more details and examples for implementing sophisticated fallback logic in your automations.

Scheduling and Delays

Make.com allows you to schedule scenarios to run at preset times or regular intervals. You can set the schedule for a scenario to run daily, weekly, monthly, or on a custom cron expression (according to Make’s documentation). This is great for automating processes on a recurring schedule, like sending out drip campaign emails, running reports, or syncing data.

You can also build timed delays into the steps of your scenarios using the Delay module. As explained in Make’s Tools documentation, the Delay module lets you pause the scenario flow from 1 to 300 seconds. Adding delays is useful for things like inserting wait time between emails in a drip campaign.

By leveraging Make’s scheduling and delay capabilities, you can precisely control the timing and cadence of your automated workflows. Recurring scheduled scenarios coupled with timed delays enable sophisticated functionality like drips, data syncs, and scheduled reports.

Iterator and Aggregator

The iterator and aggregator are two powerful modules in Make.com that allow you to efficiently process arrays and consolidate data.

The iterator module lets you loop through each item in an array and perform actions on it. For example, you could use an iterator to send individual personalized emails to each contact in a list. The iterator would grab each contact’s info, personalize the email, and send it out. This is much easier than having to manually set up a separate email action for each contact.

As explained on the Make.com help site, “Iterator is a special type of module that converts an array into a series of bundles. Each array item will output as a separate bundle.”

The aggregator module lets you combine multiple bundles of data into a single aggregated bundle. This is useful when you need to consolidate or batch data before performing downstream actions. For example, you could use an aggregator to combine multiple API call responses into one payload before writing that data to your database.

By using the iterator and aggregator together, you can process arrays and work with large datasets in a very efficient way in your Make.com automations. As Make.com notes, “Used together, they enable you to efficiently handle data in your scenarios.”

To learn more, check out Make.com’s documentation on using the iterator and aggregator modules.

Filters and Routers

Filters and routers give you fine-grained control over the data flowing through your automations. Filters let you remove or allow data that meets specific criteria. For example, you could use a filter to only allow leads from a certain geography to enter a region-specific workflow. Routers enable you to direct data down different paths based on conditions. You could route leads to different sales rep follow-up sequences based on lead score, for instance.

This segmentation functionality is extremely useful for personalized workflows and error handling. As explained in the Make.com help documentation, “Using the Router module, you can send data to different branches of a scenario (like sales leads to different reps) or direct it down specific logical paths (like sending errors to exception handling)” (source).

With strategic use of filters and routers, you can build scenarios that intelligently process and act on data in sophisticated ways. They help you handle large volumes of varied data smoothly and efficiently through automation.

Sub-scenarios

Sub-scenarios are reusable mini-scenarios that can be plugged into multiple parent scenarios in Make.com. They allow you to modularize your automations for greater organization and efficiency.

For example, you may create a sub-scenario to add a new customer to your database that handles steps like validating input, generating a customer ID, sending a welcome email, etc. This sub-scenario could then be used in multiple sales and onboarding workflows.

Sub-scenarios provide several key benefits:

• Reusability – Write it once, use it anywhere. No need to recreate the same logic multiple times.
• Encapsulation – Sub-scenarios hide complexity from parent scenarios.
• Maintenance – Changes made to a sub-scenario apply everywhere it’s used. Much easier than updating multiple duplicate automations.
• Organization – Breaks workflows into logical, reusable components. Keeps things clean.

According to Make’s documentation, sub-scenarios allow you to pass data between the parent and child scenarios as well. This enables flexibility while keeping things modular.

By leveraging sub-scenarios in Make.com, you can greatly improve the structure, flexibility, and maintainability of your automations. Reusing mini-scenarios is a best practice for complex workflows.

Manual Execution

While most Make.com scenarios run automatically based on triggers, you can also set up manual gates and buttons to run scenarios on-demand. This allows for human review and approval before proceeding.

For example, you could have a scenario that prepares and aggregates data, but requires someone to review it and click a button before actually sending out emails or reports. The manual gate acts as a checkpoint to ensure the data is accurate before taking action.

Another example is setting up on-demand buttons that allow you to manually kickoff a scenario whenever needed. This adds flexibility to run one-off tasks that don’t require a preset trigger.

Overall, manual execution provides control over when a scenario runs. It enables scenarios that need human verification or can’t be fully automated from start to finish. When used appropriately, manual execution can be useful for handling exceptions or enhancing automation robustness.

Scenario Templates

Make.com has a large library of pre-built scenario templates to help you get started quickly. There are templates for many common sales, marketing and business workflows. You can use them as-is or customize them for your needs. Templates can save you significant time and effort.

The template library covers a wide variety of use cases like lead routing, data syncing, email campaigns, user onboarding, and more. The templates provide a framework that you can easily modify by adding or removing steps and configuring module settings.

This ability to quickly customize the templates is key. While they give you a head start, you can tweak them to match your unique requirements. Templates enable rapid scenario building without having to start from a blank canvas each time.

Leveraging Make.com’s template library allows you to hit the ground running. In many cases, you may find a template that already covers 80% of what you need. With a few tweaks, you can complete the scenario without needing to build it from scratch. This can make you far more productive when developing automations.

Version Control

Version control allows you to track changes, roll back to previous versions, and see the full history of your scenarios over time. This is an invaluable feature for managing complex workflows in Make.com.

With version control, every change you make to a scenario is tracked. You can view the version history to see precisely what was added, edited, or removed at any point. If something stops working, you can roll back to a previous version that you know was functional.

Version histories become especially important for long-running and intricate scenarios. When debugging issues, you can consult the version history to pinpoint exactly when and where problems were introduced. You’ll have full transparency into how the scenario has evolved.

Make.com’s version control gives you confidence to make edits and enhancements knowing you have a safety net. You don’t have to worry about accidentally breaking your scenarios. And you can experiment more freely and boldly, knowing you can revert if needed.

For complex workflows with multiple collaborators and moving parts, comprehensive version histories are invaluable. Make.com’s built-in version control streamlines debugging, change tracking, and managing intricacies over time. Refer to this post for more details on enabling and using version control.

Conclusion

As we’ve seen, Make.com has many powerful advanced features that enable highly sophisticated automations. Some of the most impactful include:

• Conditional logic for branching workflows
• Webhooks for instant triggers and actions
• Error handling for robust scenarios
• Scheduling for timed actions
• Filters and routers for segmentation
• Sub-scenarios for modular code

With tools like these, you can build complex multi-step automations with conditional branching logic, instant triggers, data processing, and error handling. The possibilities are endless.

Make.com removes the limits on what you can automate. Whether you need a simple 2-step workflow or a sophisticated scenario with multiple paths and integrations, Make.com provides the advanced functionality to make it happen.

We’ve only scratched the surface of what you can accomplish by leveraging these advanced capabilities. If you’re ready to take your automations to the next level, put these powerful features to work and see what Make.com can do!

Call to Action

I hope this post has opened your eyes to the powerful advanced features available in Make.com. With tools like conditional logic, error handling, and sub-scenarios at your fingertips, you can take your automations to the next level.

Don’t let these advanced features intimidate you – start small and experiment to see how much time and effort they can save you. The more you use them, the more efficient your automations will become.

If you need help implementing these advanced features or want to discuss how they could transform your workflows, contact me. As a Make.com expert, I can guide you in leveraging these tools to maximize productivity.

The sky’s the limit when it comes to process automation with Make.com. Try out some advanced features today and get ready to be amazed!