How do I use Integromat to connect Malcolm! to other applications or services I use?

Malcolm! now integrates with Integromat. Integromat is an integration platform - it connects thousands of apps to other apps.

Malcolm! and Integromat

In the context of Malcolm! this means that when a Workflow is completed you can use our Integromat integration to route some or all of the data that has been collected from that Workflow through into Integromat and then in turn onto thousands of other apps or services.

Here is how to set things up:

  1. Firstly set up and publish a workflow in Malcolm! that collects the data you wish to move into other applications

  2. In MyMalcolm go to the Settings Section, then Workflows, then Integrations, then click on Integromat

Integromat in MyMalcolm

  1. Sign up for an account at Integromat if you don't already have one - it is free - or login if you do have an account

  2. In Integromat click "Create a new scenario" Create a new scenario

  3. Search or browse to the third party app/s or service/s you wish to link to your Workflow, select them, then click continue

  4. You will then find yourself in new scenario dialogue of Integromat. This is where you connect Integromat to Malcolm! and also your third party apps or services (ie by providing your credentials). Note that Integromat calls the connection to Malcolm! a webhook.

  5. You then set up the sort of interactions you want to happen when a Malcolm! Workflow is completed. For example you may wish to connect to Google Sheets and have a new row containing the data submitted each time a Workflow is completed. There are also many other powerful options and settings that can be configured from this area. For more detals see Integormat's guides.

Creating a scenario

  1. Once you have set things up, you can test the integration by clicking "Run Once" in the Integromat interface, then complete the Malcolm! Workflow in question. The actions you have configured in Integromat should then happen, or you may see details of errors that need correcting.

  2. When you are happy you can then set the scenario to run immediately (ie each time a Workfow is completed) or periodically.

  3. Back in MyMalcolm, if you find the Workflow you set up with Integromat in the Library, select it, then go to Configure then Integrations you should be able to see Integromat has been added. You can turn the integation off here if you want and/or configure it to be conditional (for example to only run when certain choices have been made on a Workflow).

Integromat in MyMalcolm

You can also see a video walkthrough below

Remember that Malcolm! always stores your data (which you can download anytime) - so if Integromat goes down or your integration doesn't seem to work properly no data will be lost.

We are hugely excited about the possibilities opened up via Integromat - we hope you are too! If you have questions or need a hand setting things up just contact us and we'll be happy to help.

Upgrade your content

Want to give your users a graphical run-down of how your products or services work? Malcolm! Agency Services can help

Learn more

Hey there!

Malcolm! is brought to you by a passionate and dedicated team - we love all things customer support related! Find out more about us here

Find out more