Make.com Integration

Connect PepoSmart to 1,000+ apps with Make.com (formerly Integromat). Build visual automation scenarios that trigger on bookings, meeting notes, follow-up emails, and AI-extracted action items. Create powerful multi-step workflows with Make's intuitive drag-and-drop interface.

Prerequisites

• A PepoSmart account
• A Make.com account (Free or paid plan)
• Basic understanding of Make.com scenarios

Connecting Make.com

Step 1: Create a Scenario in Make

1. Log in to your Make.com account at make.com
2. Click Create a new scenario
3. Click the + button to add a module
4. Search for "Webhooks"
5. Select "Custom webhook" as your trigger

Step 2: Create and Copy the Webhook URL

1. Click Add to create a new webhook
2. Give it a name like "PepoSmart Events"
3. Click Save
4. Copy the generated webhook URL (looks like: https://hook.us1.make.com/...)

Step 3: Connect in PepoSmart

1. Log in to your PepoSmart account at app.peposmart.com
2. Go to Integrations in the sidebar
3. Find the Make.com card
4. Paste your webhook URL in the input field
5. Click Connect to Make.com

Step 4: Determine Data Structure in Make

1. Back in Make.com, click Run once on your scenario
2. Create a test booking in PepoSmart to send sample data
3. Make.com will receive and parse the webhook data automatically
4. Click OK to confirm the data structure
5. Continue adding modules to build your automation

Available Triggers

PepoSmart sends webhook notifications for the following events. All events are sent to the same webhook URL - use Make's Router module to handle different events with different actions.

Booking Events

Meeting Notes Events (AI Features)

Follow-up Email Events

Webhook Payload Format

All events are sent as POST requests with the following JSON structure:

{
  "event": "booking.created",
  "timestamp": "2024-01-15T10:30:00.000Z",
  "data": {
    "bookingId": "abc123",
    "eventId": "event456",
    "attendee": {
      "email": "[email protected]",
      "firstName": "John",
      "lastName": "Doe",
      "phone": "+1234567890",
      "company": "Acme Inc"
    },
    "startTime": "2024-01-20T14:00:00.000Z",
    "endTime": "2024-01-20T14:30:00.000Z",
    "timezone": "America/New_York",
    "location": "google-meet",
    "meetingUrl": "https://meet.google.com/abc-defg-hij",
    "eventDetails": {
      "title": "Discovery Call",
      "description": "30-minute introductory call",
      "duration": 30
    }
  }
}

Meeting Notes Completed Payload

{
  "event": "meeting-notes.completed",
  "timestamp": "2024-01-15T15:30:00.000Z",
  "data": {
    "bookingId": "abc123",
    "eventId": "event456",
    "attendee": {
      "email": "[email protected]",
      "name": "John Doe"
    },
    "meetingDate": "2024-01-15T14:00:00.000Z",
    "eventTitle": "Discovery Call",
    "transcript": "Full meeting transcript text...",
    "summary": "AI-generated meeting summary...",
    "analysis": {
      "sentiment": "positive",
      "buyerIntent": "high",
      "topics": ["pricing", "timeline", "implementation"]
    },
    "actionItems": [
      {
        "type": "SEND_PRICING",
        "description": "Send pricing breakdown for enterprise plan",
        "owner": "host",
        "priority": "high"
      }
    ],
    "recordingUrl": "https://recordings.peposmart.com/..."
  }
}

Action Item Types

When AI analyzes your meeting transcripts, it identifies specific action items with predefined types. Use these types in Make.com filters to route different actions:

Using Router to Handle Different Events

Since all events go to the same webhook URL, use Make.com's Router module to create different paths for different event types:

Example Scenarios

Disconnecting Make.com

1. Go to Integrations in PepoSmart
2. Find the Make.com card
3. Click Disconnect
4. Confirm the disconnection

Troubleshooting

Webhook Not Receiving Data

• Verify the webhook URL is correctly pasted in PepoSmart
• Check that the integration shows as "Connected" in PepoSmart
• Ensure your scenario is turned ON in Make.com
• Test by creating a new booking - it should trigger immediately
• Check Make.com's execution history for any errors

Missing Meeting Notes Events

• Meeting notes events require the AI Meeting Notes feature to be enabled
• Ensure the meeting bot joined and recorded the meeting
• Events are sent after the meeting ends and AI processing completes

Data Structure Issues

• Click "Run once" and trigger a test event to refresh the data structure
• Make.com may need to re-determine the data structure after updates
• Delete and recreate the webhook if structure doesn't update

Support & Contact

Need help with your Make.com integration?

Additional Resources

• General Troubleshooting Guide
• Frequently Asked Questions
• Zapier Integration (alternative)
• Make.com Webhooks Documentation

Last updated: January 2026. This documentation covers the PepoSmart Make.com webhook integration.