Automations: how do they work, and what tools can be connected?
Automations gather all processes that allow your website and software to work together, without human intervention. The idea is simple: as soon as a repetitive action occurs (form submitted, payment received, appointment booked...), an automatic system takes over and executes the tasks for you.
It's not a gadget.
It's a way to make your business faster, more reliable, and more organized.
Businesses that automate gain:
time (less copy-pasting, less administrative work),
reliability (fewer human errors),
visibility (better client follow-up, instant response),
a true internal structure (CRM, invoices, stock... automatically synchronized).
To connect all these tools and make your processes work automatically, one tool plays a central role: Make, the automation platform we use to orchestrate each step.
Make formerly Integromat
The engine of your automation
How will your scenario work?
All automations function according to a simple and always identical logic, regardless of the process's complexity. They begin with a trigger, proceed with intermediate actions, and then conclude with a concrete result, all automatically orchestrated by Make.
1) The trigger: the starting point of the automation
Each flow starts when an event occurs. This could be, for example, a Tally form filled out by a client, a validated Stripe payment, an appointment booked via Calendly, a Shopify order received, or even an incoming Gmail email.
This first event serves as a signal: something has happened, action is required.
2) Intermediate actions: Make performs the work
As soon as the trigger is detected, Make executes several actions automatically, as an employee would... but faster, without error, and 24/7.
The scenario can involve:
searching for a client or creating a new one in Airtable,
updating an existing record,
generating a PDF document or a quote,
sending an internal message on Slack,
performing a calculation,
or even applying a condition ("if the quote exceeds €500, send a reminder tomorrow").
3) L’action finale : le résultat concret pour votre entreprise
Once the intermediate steps are completed, the automation concludes with a final action. This could be:
sending a personalized email to the client,
creating and archiving an invoice,
adding a contact to your CRM,
updating stock or an order status,
sending a confirmation SMS,
or generating a folder in Google Drive.
This is the visible step, one that provides immediate value to your daily management.
The final result
You obtain a fully automated, precise, and reliable process that runs continuously, without human intervention. Your business gains speed, reduces errors, and saves time daily – all while offering a better customer experience.
In summary, automations work like this:
A trigger that launches the automation
The scenario executes and completes the mission
The final result is received or notified