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BranchIS

Connect BranchIS integrations

Reroute your team's project plans the moment reality shifts by connecting BranchIS with Make. Linking this autonomous scheduling system to our AI automation tool lets you instantly recalculate tasks, distribute workloads based on live capacity, and update project details in real time. Create your free account today to run your first self-adjusting project plan.

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BranchIS

This app is supported and maintained by the official vendor E LINKX a.s..

Triggers and actions

Developed, supported and maintained by community users.

Watch Project Formation Events
Watches for project formation events.
Trigger
Watch Projects
Watches for each change on the Project at a specified interval.
Trigger
Watch Tasks
Watches for each change on the Task at a specified interval.
Trigger
Attach an URL link to the project
Attaches a URL link to the Project.
Action
Attach an URL link to the task
Attaches a URL link to the Task.
Action
Create a Project
Creates a new Project which can be empty or from a Template.
Action
Create a Task
Creates everything the Task should have.
Action
Get Project Detail
Returns detail of the Project with a lot of useful information such as predictions which is your CRM greedy for.
Action
Get Task Detail
Returns detail of the existing Task.
Action
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Supercharge your workflows

Boost Productivity: Connect BranchIS and Make for Smart Automation

Unlock your team's full potential. By integrating BranchIS with Make, you can automatically sync CRM data, transform emails into tasks, and build custom workflows that save time and eliminate manual data entry.

Seamless CRM Handover

Automatically start new projects in BranchIS the moment a deal is closed in your CRM, keeping your team moving without delay.

Real-Time Status Syncing

Keep your sales and project management teams aligned by automatically updating your CRM whenever a project status changes in BranchIS.

Instant Email-to-Task Creation

Transform incoming emails and their attachments into organized tasks in BranchIS automatically, saving you from manual data entry.

Centralized Document Management

Automatically upload and attach files from emails or other tools directly to your BranchIS tasks so everything stays in one place.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.