Build powerful multi-app automations with Make and Pitchsite
Make (formerly Integromat) is a visual automation platform that enables complex, multi-step workflows between apps, with far more conditional logic and data transformation capability than simpler tools. For agencies building sophisticated proposal automation, Make + Pitchsite is a powerful combination.
A step-by-step look at how Make (Integromat) and Pitchsite work together.
Add the Pitchsite app in Make (or use a webhook module). Authenticate with your API key. All Pitchsite triggers and actions are available in the scenario builder.
Start a Make scenario with a Pitchsite trigger, "Watch for new proposal events." Choose event types: sent, viewed, accepted, declined.
Use Make's data transformation modules to reshape Pitchsite proposal data, formatting dates, parsing client names, building custom strings, before sending it to downstream apps.
Use Make's Router module to send proposal events down different paths based on value, type, or status. High-value proposals might trigger a completely different automation than standard ones.
Use Make's aggregator modules to compile monthly proposal performance data, total sent, accepted, value, and pipe it to Google Sheets or a dashboard tool automatically.
Real ways agencies use Make (Integromat) and Pitchsite together.
Make's visual canvas supports scenarios with 20+ steps, complex routing, and data transformation. For agencies with sophisticated proposal workflows across many tools, Make handles what Zapier can't.
Build Make scenarios that compile all proposal events for the week, aggregate the data, and push a weekly summary to a Google Sheet or Airtable database for reporting.
When a proposal is accepted, Make routes it through different onboarding paths based on service type, web design proposals trigger design-specific onboarding; SEO proposals trigger SEO onboarding.
Make's built-in error handling and retry capabilities ensure that critical automations (like creating a new client project) are robust, if one step fails, Make retries or alerts your team.
Why agencies connect Make (Integromat) to Pitchsite.
Build powerful multi-app automations with Make and Pitchsite
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Make is better for complex, multi-step workflows with conditional logic and data transformation. Zapier is easier to set up for simple two-app automations. For sophisticated agency workflows, Make is more powerful.
Yes. Integromat rebranded to Make in 2022. The platform and functionality are the same; all Pitchsite integrations work with the current Make platform at make.com.
Yes. Build a Make scenario that watches all Pitchsite events, filters by event type, and routes data to different apps, a centralised automation control panel for your entire proposal pipeline.
Yes. Make supports real-time webhook triggers from Pitchsite events. Scenarios start within seconds of a proposal event firing, near-instant automation response.
Other tools that work well alongside Make (Integromat) + Pitchsite.