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Connect BranchIS integrations

Steer your team's complex schedules by integrating BranchIS to instantly recalculate resource allocations when real-world deadlines shift. Connecting this workflow automation tool to your daily software stack lets you auto-create tasks, assign qualified personnel, and dispatch progress chats. Get started for free today to keep your operational plans alive.

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Build your BranchIS integrations.

Maximize productivity when you connect BranchIS to your essential systems. Make lets you design custom automated workflows without coding. Start your free trial on Make to integrate BranchIS now.

BranchIS
Attach an URL link to the project

Attaches a URL link to the Project.

Action
BranchIS
Attach an URL link to the task

Attaches a URL link to the Task.

Action
BranchIS
Create a Project

Creates a new Project which can be empty or from a Template.

Action
BranchIS
Create a Task

Creates everything the Task should have.

Action
BranchIS
Get Project Detail

Returns detail of the Project with a lot of useful information such as predictions which is your CRM greedy for.

Action
BranchIS
Get Task Detail

Returns detail of the existing Task.

Action
BranchIS
Make an API Call

Makes a custom BranchIS API request

Action
BranchIS
Search Projects

Searches by query string. It uses fulltext search and very powerful query language as well.

Search
BranchIS
Search Tasks

Searches by query string. It uses fulltext search and very powerful query language as well.

Search

Connect any app with BranchIS

Popular BranchIS workflows.

Connect BranchIS to your apps with Make. Automate key processes, sync your data, and simplify your daily workflows.

Maximize Efficiency: Integrate BranchIS and Make to Automate Workflows

Connect BranchIS with Make to automate your CRM workflows, turn emails into tasks instantly, and keep your team aligned. Save valuable time by removing repetitive administrative tasks from your daily schedule.

Automatic Project Creation from CRM

Easily turn won deals in your CRM into active BranchIS projects without manual data entry.

Instant Email-to-Task Conversion

Send an email to convert messages and attachments directly into organized tasks within BranchIS.

Real-Time Team Alignment

Automatically update your sales and project management tools simultaneously so everyone stays on the same page.

Eliminate Repetitive Admin Work

Use Make to automate routine project updates and handoffs, giving your team more time to focus on actual project delivery.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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