Make.com Integration #1: Google Sheets and WhatsApp
If you'd like to update your Google Spreadsheet with new WhatsApp messages, then you may do so via Outbound Webhooks. In this article, we'll be using Make to create this webhook integration.
You can learn more about the Outbound Webhooks Integration by referring to this article.
Keep in mind that you'll need to create an account on Make , to be able to create this integration for your workspace.
To get started, we'll go to Make and create a "New Scenario", which will allow you to build up your integration:
This will take you to a section where you'll be required to select the trigger:
Click on the "+" button and you'll be able to search for the trigger; type "Webhooks"
Then, proceed to click on "Custom webhook".
After doing this, Make will provide you with a prompt; clicking on the "Add" button will allow you to name it. After that, click on save and proceed to copy the webhook, as shown here:
Once you have created the trigger, you'll be able to get the webhook URL or access from Make. You can then proceed and insert this URL on TimelinesAI:
After inserting the webhook URL, you may proceed and click on "Save". This will then allow you to turn on this webhook, by clicking on the toggle button below.
You can set the Aggregation Granularity here, which will define how often TimelinesAI will send out information to Make; setting it as "Don't aggregate" will allow TimelinesAI to send data out right away.
We recommend reviewing this article, to learn more about Outbound Webhooks.
After configuring the webhook on TimelinesAI, is time to go back to Make, to continue working on your integration. Now, we'll add a module next to your webhook, as shown below:
Hover your cursor over the "+" button, that's on the right side of the webhook icon, and click on it.
Make will display a search bar, where you can type "Google Sheets" and select it from the search results
You'll see a list of actions that you can select here; make sure to pick the "Add a Row" action
Then, Make will display a window with some options for you to configure:
Connection: Here you'll select your Google Account - to add a new one, just make sure to click on the "Add" button.
Make will proceed to ask you for details about your Google Account. You can add a name within the "Connection name" text box. After that, you may click on the "Sign in with Google" button, which will present you with a prompt requesting access to your account; allow it in order to proceed.
Choose a Method: Click on "Select by path"
Choose a Drive: Here you'll be able to select the section within your Drive, where you have your folders, which contain the spreadsheets you'll be using
Spreadsheet ID: This section will allow you to specify the folders that Make will search for (i.e.: Folder #1 → Spreadsheets Folder → Spreadsheet for New Messages), to find the specific spreadsheet you'd like to use
We have prepared a Google Spreadsheet template that you can use. Click here to get it (download as a .CSV) and use it to configure this webhook.
Sheet Name: This field will show up after you set the "Spreadsheet ID". Just make sure to select the specific sheet you want Make to add information into; like "Sheet1"
Table contains headers: This field will show up after you define the "Sheet Name". If your spreadsheet has headers, then you may select "Yes", so Make takes these headers into account when adding information to your spreadsheet
Make will display the values found in your spreadsheet, which are the same headers. We'll work with these variables in the following step.
Unformatted: Select "No"
Now that we have setup the basic structure of this integration, between Webhooks and Google Sheets, we can now proceed and work on the variables found in your action module (Google Sheets).
In order for us to have content for these variables, we'll need to run the webhook once:
Proceed to send a test message to one of your chats on TimelinesAI - you must double-check that your Outbound Webhook is enabled on TimelinesAI before sending the message.
Then, go back to Make and click on the "Run Once" button that's at the bottom:
You'll notice that, after clicking on that button, Make will display some information about the integration. After that, Make will display green checkmarks under both, the Webhooks and the Google Sheets modules, meaning that these are working fine and that there's information for us to work with.
Click on the Google Sheets module and refer to the Values section:
When you click on one of these variables' text box, Make will provide you with variables gathered from the Webhook. Proceed to add the respective variables into these fields (i.e.: Chat Name (A) = "1. chat: full_name"; Chat URL (B) = "1. chat: chat_url"; etc.) and then, click on the "Ok" button to save your changes.
Once you're done configuring your variables accordingly, you may go back to TimelinesAI and send another test message. After this is done, go back to Make and click on the "Run Once" button once again; Make will report that the process is done by displaying the green checkmarks below the two modules (Webhooks and Google Sheets).
This should be enough for you to see the first entry within your Google Sheet, just below the headers, as you have configured it. It should look something like this:
Lastly, enable this integration by clicking on the toggle button that's below the "Run Once" button:
And that's it! You have successfully created an outbound webhook for your workspace - now all your messages will be added into your Google Spreadsheet.
Remember that you can always change the actions that Google Sheets provides, depending on what you need for your workspace.
If you have any questions then please contact us via our Chat Support or send us an email at hello@timelines.ai!
You can learn more about the Outbound Webhooks Integration by referring to this article.
Keep in mind that you'll need to create an account on Make , to be able to create this integration for your workspace.
Step 1: Create a New Scenario on Make
To get started, we'll go to Make and create a "New Scenario", which will allow you to build up your integration:
This will take you to a section where you'll be required to select the trigger:
Click on the "+" button and you'll be able to search for the trigger; type "Webhooks"
Then, proceed to click on "Custom webhook".
After doing this, Make will provide you with a prompt; clicking on the "Add" button will allow you to name it. After that, click on save and proceed to copy the webhook, as shown here:
Step 2: Enable the Outbound Webhook on TimelinesAI
Once you have created the trigger, you'll be able to get the webhook URL or access from Make. You can then proceed and insert this URL on TimelinesAI:
After inserting the webhook URL, you may proceed and click on "Save". This will then allow you to turn on this webhook, by clicking on the toggle button below.
You can set the Aggregation Granularity here, which will define how often TimelinesAI will send out information to Make; setting it as "Don't aggregate" will allow TimelinesAI to send data out right away.
We recommend reviewing this article, to learn more about Outbound Webhooks.
Step 3: Adding Another Module on Make
After configuring the webhook on TimelinesAI, is time to go back to Make, to continue working on your integration. Now, we'll add a module next to your webhook, as shown below:
Hover your cursor over the "+" button, that's on the right side of the webhook icon, and click on it.
Make will display a search bar, where you can type "Google Sheets" and select it from the search results
You'll see a list of actions that you can select here; make sure to pick the "Add a Row" action
Then, Make will display a window with some options for you to configure:
Connection: Here you'll select your Google Account - to add a new one, just make sure to click on the "Add" button.
Make will proceed to ask you for details about your Google Account. You can add a name within the "Connection name" text box. After that, you may click on the "Sign in with Google" button, which will present you with a prompt requesting access to your account; allow it in order to proceed.
Choose a Method: Click on "Select by path"
Choose a Drive: Here you'll be able to select the section within your Drive, where you have your folders, which contain the spreadsheets you'll be using
Spreadsheet ID: This section will allow you to specify the folders that Make will search for (i.e.: Folder #1 → Spreadsheets Folder → Spreadsheet for New Messages), to find the specific spreadsheet you'd like to use
We have prepared a Google Spreadsheet template that you can use. Click here to get it (download as a .CSV) and use it to configure this webhook.
Sheet Name: This field will show up after you set the "Spreadsheet ID". Just make sure to select the specific sheet you want Make to add information into; like "Sheet1"
Table contains headers: This field will show up after you define the "Sheet Name". If your spreadsheet has headers, then you may select "Yes", so Make takes these headers into account when adding information to your spreadsheet
Make will display the values found in your spreadsheet, which are the same headers. We'll work with these variables in the following step.
Unformatted: Select "No"
Step 4: Configuring the Variables (Values)
Now that we have setup the basic structure of this integration, between Webhooks and Google Sheets, we can now proceed and work on the variables found in your action module (Google Sheets).
In order for us to have content for these variables, we'll need to run the webhook once:
Proceed to send a test message to one of your chats on TimelinesAI - you must double-check that your Outbound Webhook is enabled on TimelinesAI before sending the message.
Then, go back to Make and click on the "Run Once" button that's at the bottom:
You'll notice that, after clicking on that button, Make will display some information about the integration. After that, Make will display green checkmarks under both, the Webhooks and the Google Sheets modules, meaning that these are working fine and that there's information for us to work with.
Configuring the Variables Gathered from the Webhook:
Click on the Google Sheets module and refer to the Values section:
When you click on one of these variables' text box, Make will provide you with variables gathered from the Webhook. Proceed to add the respective variables into these fields (i.e.: Chat Name (A) = "1. chat: full_name"; Chat URL (B) = "1. chat: chat_url"; etc.) and then, click on the "Ok" button to save your changes.
Once you're done configuring your variables accordingly, you may go back to TimelinesAI and send another test message. After this is done, go back to Make and click on the "Run Once" button once again; Make will report that the process is done by displaying the green checkmarks below the two modules (Webhooks and Google Sheets).
This should be enough for you to see the first entry within your Google Sheet, just below the headers, as you have configured it. It should look something like this:
Lastly, enable this integration by clicking on the toggle button that's below the "Run Once" button:
And that's it! You have successfully created an outbound webhook for your workspace - now all your messages will be added into your Google Spreadsheet.
Remember that you can always change the actions that Google Sheets provides, depending on what you need for your workspace.
If you have any questions then please contact us via our Chat Support or send us an email at hello@timelines.ai!
Updated on: 22/10/2023
Thank you!