Crear plantillas (Make)
Plantillas de automatización importables para Make.com: calendario, CRM, seguimiento omnicanal y flujos post-llamada con agentes de voz E-Smart360.
Blueprints JSON importables para Make.com basados en escenarios de automatización con E-Smart360. Cada plantilla usa el formato estándar de Make.com, con mappers de flujo de datos, parámetros de módulos y metadatos para importar sin errores.
Cómo importar las plantillas
Tras importar, deberás:
- Conectar tus cuentas (p. ej., HubSpot, Google Calendar) en el editor de Make.com.
- Reemplazar valores de marcador (IDs de webhook, API keys, correos, etc.) por los tuyos.
- Probar con datos de muestra desde E-Smart360.
Cada blueprint es un objeto JSON autocontenido. Cópialo en un archivo .json e impórtalo con Import Blueprint en Make.com.
Reserva inteligente de calendario con detección de conflictos
Nombre del escenario: E-Smart360 Smart Calendar Booking
{
modules: [
{
module: "webhook",
name: "E-Smart360 Trigger",
webhook_url: "https://hook.eu1.make.com/[YOUR_UNIQUE_ID]",
},
{
module: "google_calendar.searchEvents",
name: "Check Conflicts",
parameters: {
calendar: "primary",
timeMin: "{{payload.requested_start}}",
timeMax: "{{payload.requested_end}}",
},
},
{
module: "router",
routes: [
{
condition: "{{length(2.events) = 0}}",
path: "booking_available",
},
{
condition: "{{length(2.events) > 0}}",
path: "suggest_alternatives",
},
],
},
{
module: "google_calendar.createEvent",
name: "Book Meeting",
route: "booking_available",
},
{
module: "tools.setVariable",
name: "Find Alternatives",
route: "suggest_alternatives",
value: "{{generateAlternativeSlots()}}",
},
{
module: "http.makeRequest",
name: "Callback to E-Smart360",
url: "{{E-Smart360_callback_url}}",
method: "POST",
body: "{{booking_result}}",
},
],
}
Secuencia de seguimiento multicanal
Nombre del escenario: E-Smart360 Omnichannel Follow-Up
Flujo del escenario Make.com
Webhook Trigger →
Data Store (comprobar si el contacto existe) →
Router:
Ruta A: Contacto nuevo
- Crear en CRM
- Enviar email de bienvenida
- Programar SMS (retraso 1 hora)
- Añadir a campaña de nurturing
Ruta B: Contacto existente
- Actualizar fecha de último contacto
- Comprobar puntuación de engagement
- Enrutar a la secuencia adecuada
Aggregator (recopilar todas las acciones) →
Webhook Response a E-Smart360
Puntuación y enrutamiento inteligente de leads
// Módulo de lógica de puntuación de leads
function scoreAndRoute(callData) {
let score = 0;
// Criterios de puntuación
if (callData.company_size > 100) score += 30;
if (callData.budget > 10000) score += 40;
if (callData.timeline === "immediate") score += 30;
if (callData.decision_maker === true) score += 20;
// Lógica de enrutamiento
if (score >= 80) {
return {
route: "high_priority",
assignTo: "senior_sales",
action: "immediate_callback",
};
} else if (score >= 50) {
return {
route: "qualified",
assignTo: "sales_team",
action: "email_sequence",
};
} else {
return {
route: "nurture",
assignTo: "marketing",
action: "drip_campaign",
};
}
}
Registrar transcripción de llamada en CRM (HubSpot)
{
"name": "E-Smart360 Log Call to HubSpot",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234567,
"maxResults": 1
},
"mapper": {},
"metadata": {
"x": 0,
"y": 0,
"parameters": [
{
"name": "hook",
"type": "hook:gateway-webhook",
"label": "Webhook",
"required": true
}
]
}
},
{
"id": 2,
"module": "hubspot:SearchContacts",
"version": 1,
"parameters": {},
"mapper": {
"query": "{{1.caller_number}}",
"limit": 1
},
"metadata": {
"x": 300,
"y": 0,
"expect": [
{
"name": "query",
"type": "text",
"label": "Search Query"
}
]
}
},
{
"id": 3,
"module": "builtin:BasicRouter",
"version": 1,
"mapper": {},
"metadata": { "x": 600, "y": 0 },
"routes": [
{
"flow": [
{
"id": 4,
"module": "hubspot:CreateEngagement",
"version": 1,
"parameters": {},
"mapper": {
"type": "NOTE",
"body": "{{1.transcription}} - Recording: {{1.recording_url}}",
"associations": [
{
"associationType": "contact",
"id": "{{2.contacts[1].id}}"
}
]
},
"metadata": { "x": 900, "y": -100 }
}
],
"filter": {
"name": "Contact Exists",
"conditions": [
[
{
"a": "{{length(2.contacts)}}",
"o": "gt",
"b": "0"
}
]
]
}
},
{
"flow": [
{
"id": 5,
"module": "hubspot:CreateContact",
"version": 1,
"parameters": {},
"mapper": {
"properties": {
"phone": "{{1.caller_number}}"
}
},
"metadata": { "x": 900, "y": 100 }
},
{
"id": 6,
"module": "hubspot:CreateEngagement",
"version": 1,
"parameters": {},
"mapper": {
"type": "NOTE",
"body": "{{1.transcription}} - Recording: {{1.recording_url}}",
"associations": [
{
"associationType": "contact",
"id": "{{5.id}}"
}
]
},
"metadata": { "x": 1200, "y": 100 }
}
],
"filter": {
"name": "No Contact",
"conditions": [
[
{
"a": "{{length(2.contacts)}}",
"o": "equal",
"b": "0"
}
]
]
}
}
]
},
{
"id": 7,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status\": \"logged\"}"
},
"metadata": { "x": 1500, "y": 0 }
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Obtener contactos desde Google Sheets
E-Smart360 envía una solicitud al webhook (p. ej., con campaign_id o vacío para el siguiente lote). Make.com busca contactos en Google Sheets (filas con teléfono), los formatea y responde de forma síncrona con la lista a llamar.
Supuestos: columnas como Name, Phone, Email. Payload de ejemplo: { "action": "fetch_contacts", "limit": 5 }
{
"name": "E-Smart360 Fetch Contacts from Google Sheets",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234572,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "google-sheets:SearchRows",
"version": 1,
"parameters": {},
"mapper": {
"spreadsheetId": "your_spreadsheet_id",
"sheetName": "Contacts",
"filter": "Phone IS NOT NULL",
"limit": "{{ifempty(1.limit; 5)}}"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "builtin:ArrayAggregator",
"version": 1,
"parameters": {},
"mapper": {
"source": "{{2.rows}}",
"target": "contacts"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"contacts\": {{3.array}}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Crear cita en Google Calendar desde la transcripción
{
"name": "E-Smart360 Create Google Calendar Event",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234568,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "util:TextParserMatchPattern",
"version": 1,
"parameters": {},
"mapper": {
"text": "{{1.transcription}}",
"pattern": "(book|schedule) (appointment|meeting) for (?\\w+) at (?\\d+:\\d+)"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "builtin:DateFormat",
"version": 1,
"parameters": {},
"mapper": {
"date": "{{2.date}} {{2.time}}",
"format": "YYYY-MM-DD HH:mm"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "google-calendar:CreateEvent",
"version": 5,
"parameters": {},
"mapper": {
"summary": "Appointment with {{1.caller_number}}",
"start": {
"dateTime": "{{3.date}}"
},
"end": {
"dateTime": "{{add(3.date; 3600)}}"
},
"description": "{{1.transcription}} - Recording: {{1.recording_url}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"appointment_id\": \"{{4.id}}\", \"status\": \"booked\"}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Enviar email o SMS de seguimiento tras la llamada (Gmail / Twilio)
{
"name": "E-Smart360 Send Follow-Up",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234569,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "openai:ClassifyText",
"version": 1,
"parameters": {},
"mapper": {
"text": "{{1.transcription}}",
"prompt": "Classify call as: interested, followup_needed, closed."
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "builtin:BasicRouter",
"version": 1,
"mapper": {},
"metadata": {
"designer": { "x": 600, "y": 0 }
},
"routes": [
{
"flow": [
{
"id": 4,
"module": "gmail:SendEmail",
"version": 1,
"parameters": {},
"mapper": {
"to": "{{1.caller_email}}",
"subject": "Follow-Up on Our Call",
"content": "Transcription: {{1.transcription}}"
},
"metadata": {
"designer": { "x": 900, "y": -100 }
}
}
],
"filter": {
"name": "Interested",
"conditions": [
[
{
"a": "{{2.classification}}",
"o": "textcontains",
"b": "interested"
}
]
]
}
},
{
"flow": [
{
"id": 5,
"module": "twilio:SendMessage",
"version": 1,
"parameters": {},
"mapper": {
"to": "{{1.caller_number}}",
"body": "Thanks for the call! Next steps: ..."
},
"metadata": {
"designer": { "x": 900, "y": 100 }
}
}
],
"filter": {
"name": "Followup Needed",
"conditions": [
[
{
"a": "{{2.classification}}",
"o": "textcontains",
"b": "followup_needed"
}
]
]
}
}
]
},
{
"id": 6,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"followup_sent\": true}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Actualizar estado del lead en CRM tras llamada saliente (Salesforce)
{
"name": "E-Smart360 Update Salesforce Lead",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234570,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "util:SetVariable",
"version": 1,
"parameters": {},
"mapper": {
"name": "call_type",
"scope": "roundtrip",
"value": "{{1.call_type}}"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "salesforce:SearchRecords",
"version": 1,
"parameters": {},
"mapper": {
"object": "Lead",
"query": "Phone = '{{1.caller_number}}'"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "util:TextParserExtractText",
"version": 1,
"parameters": {},
"mapper": {
"text": "{{1.transcription}}",
"pattern": "interested|booked demo"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "salesforce:UpdateRecord",
"version": 1,
"parameters": {},
"mapper": {
"object": "Lead",
"id": "{{3.records[1].Id}}",
"fields": {
"Status": "{{if(contains(4.text; \"demo\"); \"Demo Scheduled\"; \"Qualified\")}}"
}
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
},
{
"id": 6,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status_updated\": \"qualified\"}"
},
"metadata": {
"designer": { "x": 1500, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Consultar disponibilidad del calendario durante la llamada (Google Calendar)
{
"name": "E-Smart360 Check Google Calendar Availability",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234571,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "google-calendar:SearchEvents",
"version": 1,
"parameters": {},
"mapper": {
"timeMin": "{{1.date}}T00:00:00Z",
"timeMax": "{{1.date}}T23:59:59Z"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "builtin:ArrayAggregator",
"version": 1,
"parameters": {},
"mapper": {
"source": "{{2.events}}",
"target": "busy_times"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "builtin:Iterator",
"version": 1,
"parameters": {},
"mapper": {
"array": "{{generateAvailableSlots(9:00-17:00; 30 minutes; exclude 3.busy_times)}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"available_slots\": {{4.array}}}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Obtener contactos del CRM para llamadas salientes (HubSpot)
E-Smart360 solicita contactos vía webhook; Make busca en HubSpot (p. ej., lifecycle_stage:lead) y responde con teléfonos. Para otros CRM, sustituye módulos (Salesforce Search Records, Pipedrive List Persons).
{
"name": "E-Smart360 Fetch Contacts from HubSpot",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234573,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "hubspot:SearchContacts",
"version": 1,
"parameters": {},
"mapper": {
"query": "lifecycle_stage:lead",
"limit": "{{ifempty(1.limit; 5)}}"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "builtin:ArrayAggregator",
"version": 1,
"parameters": {},
"mapper": {
"source": "{{2.contacts}}",
"target": "contacts"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"contacts\": {{3.array}}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Actualizar contacto, registrar llamada y añadir nota (HubSpot)
Tras la llamada, el webhook recibe datos de E-Smart360 (caller_number, transcription, updated_info). Busca el contacto, actualiza campos y crea un engagement con la transcripción.
{
"name": "E-Smart360 Update HubSpot Contact and Log Call",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234574,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "hubspot:SearchContacts",
"version": 1,
"parameters": {},
"mapper": {
"query": "{{1.caller_number}}",
"limit": 1
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "hubspot:UpdateContact",
"version": 1,
"parameters": {},
"mapper": {
"contactId": "{{2.contacts[1].id}}",
"properties": {
"email": "{{1.updated_email}}",
"lastname": "{{1.updated_lastname}}"
}
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "hubspot:CreateEngagement",
"version": 1,
"parameters": {},
"mapper": {
"type": "CALL",
"body": "Call Log: {{1.transcription}} - Recording: {{1.recording_url}}",
"associations": [
{
"associationType": "contact",
"id": "{{3.id}}"
}
]
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status\": \"updated\"}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Actualizar contacto, registrar llamada y añadir nota (Salesforce)
Actualiza Lead/Contact y crea una Task con la transcripción.
{
"name": "E-Smart360 Update Salesforce Lead and Log Call",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234575,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "salesforce:SearchRecords",
"version": 1,
"parameters": {},
"mapper": {
"object": "Lead",
"query": "Phone = '{{1.caller_number}}'"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "salesforce:UpdateRecord",
"version": 1,
"parameters": {},
"mapper": {
"object": "Lead",
"id": "{{2.records[1].Id}}",
"fields": {
"Email": "{{1.updated_email}}",
"LastName": "{{1.updated_lastname}}"
}
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "salesforce:CreateRecord",
"version": 1,
"parameters": {},
"mapper": {
"object": "Task",
"fields": {
"Subject": "Call Log",
"Description": "{{1.transcription}} - Recording: {{1.recording_url}}",
"WhoId": "{{3.Id}}"
}
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status\": \"updated\"}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Actualizar contacto, registrar llamada y añadir nota (Pipedrive)
Actualiza Person y añade Note con la transcripción.
{
"name": "E-Smart360 Update Pipedrive Person and Add Note",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234576,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "pipedrive:SearchPersons",
"version": 1,
"parameters": {},
"mapper": {
"term": "{{1.caller_number}}",
"limit": 1
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "pipedrive:UpdatePerson",
"version": 1,
"parameters": {},
"mapper": {
"id": "{{2.items[1].id}}",
"email": "{{1.updated_email}}",
"name": "{{1.updated_name}}"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "pipedrive:CreateNote",
"version": 1,
"parameters": {},
"mapper": {
"content": "{{1.transcription}} - Recording: {{1.recording_url}}",
"person_id": "{{3.id}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status\": \"updated\"}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}
Actualizar contacto, registrar llamada y añadir nota (GoHighLevel)
Actualiza Contact y añade Note con el registro de la llamada.
{
"name": "E-Smart360 Update HighLevel Contact and Add Note",
"flow": [
{
"id": 1,
"module": "gateway:CustomWebHook",
"version": 1,
"parameters": {
"hook": 1234577,
"maxResults": 1
},
"mapper": {},
"metadata": {
"designer": { "x": 0, "y": 0 }
}
},
{
"id": 2,
"module": "highlevel:SearchContacts",
"version": 1,
"parameters": {},
"mapper": {
"query": "{{1.caller_number}}"
},
"metadata": {
"designer": { "x": 300, "y": 0 }
}
},
{
"id": 3,
"module": "highlevel:UpdateContact",
"version": 1,
"parameters": {},
"mapper": {
"id": "{{2.contacts[1].id}}",
"email": "{{1.updated_email}}",
"last_name": "{{1.updated_lastname}}"
},
"metadata": {
"designer": { "x": 600, "y": 0 }
}
},
{
"id": 4,
"module": "highlevel:CreateNote",
"version": 1,
"parameters": {},
"mapper": {
"body": "{{1.transcription}} - Recording: {{1.recording_url}}",
"contactId": "{{3.id}}"
},
"metadata": {
"designer": { "x": 900, "y": 0 }
}
},
{
"id": 5,
"module": "gateway:WebhookRespond",
"version": 1,
"parameters": {},
"mapper": {
"status": 200,
"body": "{\"status\": \"updated\"}"
},
"metadata": {
"designer": { "x": 1200, "y": 0 }
}
}
],
"metadata": {
"instant": false,
"version": 1,
"scenario": {
"roundtrips": 1,
"maxErrors": 3,
"autoCommit": true,
"autoCommitTriggerLast": true,
"sequential": false,
"confidential": false,
"dataloss": false,
"dlq": false,
"freshVariables": false
},
"designer": { "orphans": [] },
"zone": "eu1.make.com",
"notes": []
}
}