Make App
Connect Surense to Make and automate customers, leads, workflows, documents and more.
Make App
The Surense app for Make gives you a module for every operation in the Surense API, so you can build scenarios without writing HTTP requests yourself.
What's included
- 177 modules, one per documented API operation: 140 actions (create, get, update, delete, export…) and 37 searches.
- Make an API Call: a universal module for any Surense endpoint, using the same connection.
- Dropdowns for statuses, types, sources, classes, tags, users, supervisors, document types and providers, so you pick values by name instead of typing IDs.
- Automatic paging: search modules fetch every page for you. Use the Limit field to cap the number of results.
Modules are grouped by area:
| Area | Modules | Area | Modules |
|---|---|---|---|
| Customers | 19 | Meetings | 14 |
| Leads | 17 | Telephony | 14 |
| Workflows | 17 | Activities | 13 |
| App Mail | 11 | Documents | 9 |
| Employers | 8 | Agent Numbers | 6 |
| Contacts | 6 | Meeting Summaries | 6 |
| Data Import | 5 | My Work | 5 |
| Reminders | 5 | Supervisors | 5 |
| Reports | 4 | Swiftness (Miskala) | 3 |
| Tags | 3 | Licensees | 2 |
| Products | 2 | Companies, Activity Log, Users | 1 each |
Create a connection
The app connects with OAuth 2.0 client credentials. You need a Surense API Client ID and Client Secret.
- In a Make scenario, add any Surense module.
- Next to Connection, click Add.
- Enter your Client ID and Client Secret, then click Save.
Make requests an access token from https://api.surense.com/oauth/token and renews it automatically when it expires. When you save, Make checks the connection by calling GET /user/info.
The modules can only do what your API client is allowed to do. If a module returns a permission error, check that the client has the scope listed for that operation in the API reference (for example global:export for exports).
Errors
Failed requests show the HTTP status code followed by the Surense error message, in the form [status] message. You can handle them with Make's error handlers (Resume, Ignore, Break…).
Good to know
- File uploads: uploading a file's content isn't supported yet. The legacy multipart upload (
POST /documents/upload) has no module. - Delete modules return
success: truewhen the delete succeeds. - Some operations have no documented response format; their modules return the raw response body.
- For ready-made scenarios, see Make - Examples.
Updated 5 days ago