How do I automate workflows using Make
Connecting your UK Postbox account to Make is a straightforward process. Follow these steps to automate workflows with your envelope and content scans:
Using New Content Scans
New Content Scans is a Trigger which runs when a new mail item's content scan is added to your UK Postbox Account
Step 1: Login to your Make Application
Step2: Create a New Scenario
-
Click on "+ Create a New Scenario"
Step 3: Add a Module
-
Press the + button to add a module.
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In the search box type "UK Postbox"
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select one of the Triggers or Actions
Step 4: Select the Trigger
-
Choose the Trigger
Watch New Content Scans
Step 5: Create a Webhook
-
Click on the
Watch New Content Scans
Module -
Press
Create a webhook
-
Name your webhook
Step 6: Setup Connection
-
Press
Add
-
Name your connection (e.g.
My UKPostbox Account
) -
Press
Save
-
A popup window to UK Postbox will open
-
If you’re not logged in, log into your UK Postbox account.
-
On the consent screen, press Allow to grant Make access to your UK Postbox account.
-
-
-
Press
Save
Step 7: Save Webhook
-
Press
Save
Step 8: Close Module
-
Press
Ok
Module Output
-
Name
which includes the full file name -
File
which contains a temporary link to your digital mail item -
Mime
The File's Type Data
Using New Envelope Scans
New Envelope Scans is a Trigger which runs when a new mail item's content scan is added to your UK Postbox Account
Step 1: Login to your Make Application
Step2: Create a New Scenario
-
Click on "+ Create a New Scenario"
Step 3: Add a Module
-
Press the + button to add a module.
-
In the search box type "UK Postbox"
Step 4: Select the Trigger
-
Choose the Trigger
Watch New Envelope Scans
Step 5: Create a Webhook
-
Click on the
Watch New Envelope Scans
Module -
Press
Create a webhook
-
Name your webhook
Step 6: Setup Connection
-
Press
Add
-
Name your connection (e.g.
My UKPostbox Account
) -
Press
Save
-
A popup window to UK Postbox will open
-
If you’re not logged in, log into your UK Postbox account.
-
On the consent screen, press Allow to grant Make access to your UK Postbox account.
-
-
-
Press
Save
Step 7: Save Webhook
-
Press
Save
Step 8: Close Module
-
Press
Ok
Module Output
-
Name
which includes the full file name -
File
which contains a temporary link to your digital mail item -
Mime
The File's Type Data