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How to connect Lumiform to Make

Connect Lumiform to Make using Webhooks to build custom automated workflows with hundreds of other apps with no coding required.

What you need

  • Plan requirement: This feature is available on Enterprise plans.
  • Permissions: Admin permissions in Lumiform to access webhook settings.
  • Third-party accounts: An active Make account (subscription may be required depending on the number of runs or apps used).

Step-by-step setup

  1. Sign in to your Make account

    • Go to make.com and log in or create a new account.

  2. Create a new Scenario

    • Click “Create new scenario” in your Make dashboard.

  3. Add a Webhook module

    • Search for and add the “Webhooks” module as the trigger.
    • Select “Custom webhook.”
    • Click “Add” and enter a name for your webhook (e.g., “Lumiform Events”).
    • Make will generate a unique Webhook URL—copy this link.

     

  4. Add the Webhook URL to Lumiform

    • In Lumiform, log in as an Admin.
    • Navigate to Administration > Webhooks.
    • Click “Add Webhook” and paste the URL copied from Make.
    • Select the events you want to trigger the scenario (e.g., Inspection completed, Action resolved, Form approved).
    • Save your changes.

     

  5. Test your connection

    • Run your scenario in Make to start listening for incoming data.
    • In Lumiform, trigger a test event (such as completing an inspection).
    • Make should receive the test webhook notification to confirm the connection.

  6. Build your workflow in Make

    • Add additional modules to create your desired automation (e.g., send emails, add data to a spreadsheet, trigger alerts in other systems).
    • Configure, save, and activate your scenario.

Example use cases

  • Archive inspection results: Every time an inspection is completed in Lumiform, automatically create a backup in Google Drive.
  • Send notifications: Use Make to notify team leads in Microsoft Teams when a form is approved in Lumiform.
  • Update your database: When an action is resolved, instantly update a record in your company’s ERP system.

Troubleshooting: common errors and fixes

  • No data received in Make: Ensure the webhook URL is saved correctly in Lumiform and your scenario is running in Make when testing.
  • Missing data fields: Lumiform sends only an event type and record ID. If your scenario requires full event data, use the record ID with the Lumiform Public API.
  • Unexpected workflow triggers: Verify that you have chosen the correct event(s) in Lumiform webhook settings to avoid unnecessary scenario runs.

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