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Make (formerly Integromat) – Workflow automation

  • Duration: 7 hours
  • Exam Voucher: Yes
  • Language: English
  • Course Delivery : E - Learning Access
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Course Overview

The Make (formerly Integromat) – Workflow Automation course equips professionals with hands-on skills to build robust, multi-step automations that connect apps, move data reliably, and orchestrate operational workflows across teams. Learners gain practical experience creating scenarios that trigger events, transform and route data, handle exceptions, and deliver consistent outcomes across tools like CRMs, spreadsheets, chat apps, email, and internal systems. The course focuses on real-world organisational usage—turning repeated tasks and messy handoffs into dependable automated processes with built-in monitoring, error handling, and governance. In short: fewer “did you do it?” messages, more predictable execution.

Course Details

  • Understand workflow automation fundamentals and Make’s scenario-based execution model
  • Build multi-step automations that connect tools and reduce manual operational effort
  • Improve reliability with error handling, retries, alerts, and exception workflows
  • Master data mapping, transformations, and routing logic for clean integrations
  • Use webhooks and API calls to connect custom systems and advanced workflows
  • Standardise automation across teams with reusable templates and governance practices
  • No prior automation or coding experience required (beginner-friendly)
  • Helpful (not mandatory): familiarity with common SaaS tools (CRM, Google Workspace, Slack, email)
  • Best suited for operations teams, business analysts, RevOps, marketing ops, HR ops, IT teams, and automation owners
  • Understand the fundamentals of workflow automation and Make’s building blocks
  • Build scenarios using triggers, actions, routers, filters, and schedules
  • Transform and map data across apps using structured data-handling techniques
  • Implement webhooks and basic API-driven integrations where needed
  • Design ops-ready workflows with retries, fallbacks, alerts, and monitoring
  • Deploy and maintain automations with documentation, access control mindset, and rollout best practices
  • Introduction to Make: overview, use cases, and automation ROI mapping
  • Scenarios & modules: triggers, actions, connections, and credentials
  • Scheduling & triggers: event-driven, polling, cron-style schedules
  • Data mapping & transformations: parsing, formatting, enrichment, validations
  • Flow control: routers, filters, iterators, branching logic, approvals/fallbacks
  • Webhooks & APIs: capturing events, sending requests, handling responses
  • Reliability & operations: error handlers, retries, alerts, logging, monitoring
  • Integrations: CRM + email + Slack + Sheets + databases + internal tools patterns
  • Governance & adoption: documentation, naming conventions, change management, safe rollout
  • Limitations & best practices: handling edge cases, performance, and maintainability

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James Abot

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Much obliged to you for this course. I get know understanding and information in utilizing various types of online apparatuses which are helpful and viable. I'll utilize some of them during my exercises. Also, heaps of much obliged.

Sayali Patil

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This was a very immersive and interesting course from NovelVista a lot of self-learning to be done on your own to really understand and put together into practice the technology into your own course and workflow.

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It was truly an amazing learning session. I did have my apprehensions before signing up, but trainer made me feel so comfortable from the time we started the session till the very end of it.Thanks for this amazing experience.

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