Recent how to guides

How to connect Stripe and NetSuite using Make in 2026
A step by step guide to syncing Stripe payments, customers, and refunds into NetSuite without custom code.

Salesforce WhatsApp integration: step-by-step 2026 guide
Learn how to create a Salesforce WhatsApp integration that connects your Salesforce CRM with your WhatsApp Business API to automate message exchange and log interactions directly within your CRM.

Jira ServiceNow integration: A practical setup guide for 2026
Build a Jira ServiceNow integration in Make with step-by-step instructions, bidirectional sync, field mapping and testing tips for ITSM teams.
All how to guides

ServiceNow Salesforce integration: step-by-step guide
Build a live ServiceNow Salesforce integration in Make. Sync incidents to cases, map accounts, and automate notifications without custom code or middleware.

Claude Code for business: Output to your tools (2026)
Route Claude Code's output into your CRM, Slack, and project tools. Step-by-step guide using Make MCP Toolboxes and the native Anthropic Claude module.

How to build an agent-ready automation stack for the future of travel
Tour and activity operators who connect their systems now will have a real advantage when AI-driven booking hits. Here's how to do it with Make.

Build reliable agents with Make MCP Toolboxes
How MCP Toolboxes give you control over what Claude, Cursor, and ChatGPT can do.

Shopify, Linkly, and Make: A “zero-touch” system for flawless link shortening & attribution
Learn how to build a Make scenario that automatically generates branded, trackable short links with perfect UTM parameters the moment a product is created in Shopify and publishes them to social media.

How to build an automation strategy that scales
A guide to planning, governing, and scaling automation — from first audit to full strategy.

How to build an investment-grade company scoring system with Make and alternative data
Discover how to use Make to transform raw alternative data into a structured, explainable company scoring system for investing, corp dev, or GTM prioritization.

How to automate 360-degree feedback and performance analysis with Make and AI
Learn how to automatically analyze 360-degree feedback with AI, extract strengths and development areas from open-ended responses, generate polished performance reports, and deliver insights to managers—without manual data processing.

Test-fabi
Visualize, optimize, and scale your automation with Make Grid – a real-time map of your entire automation landscape. Instantly see how scenarios, apps, and AI components connect, so you can adapt and grow with confidence.
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