Connect Reportei integrations
Compile your digital marketing metrics by connecting Reportei to instantly generate real-time client dashboards. Linking Reportei with our workflow automation tool lets you schedule report deliveries, sync timeline milestones, and monitor marketing goals across platforms. Register for a free account today to start building your first data pipeline.
Reportei
This app is supported and maintained by the official vendor Reportei.
Triggers and actions
Developed, supported and maintained by community users.
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Reportei
Automate Your Marketing Reports by Integrating Reportei with Make
Connect Reportei to Make to automate your reporting workflows. Automatically send PDFs to Google Drive, share updates on Slack, and sync tasks with Asana to save hours of manual work.
Share reports automatically
Send newly generated marketing reports directly to your clients via Slack, email, or WhatsApp the moment they are ready.
Keep your timeline updated
Automatically log project milestones on your Reportei timeline whenever your team completes tasks in Asana or Trello.
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Automate client setup
Instantly create new projects and dashboards in Reportei whenever you close a deal in your CRM.
Save reports to the cloud
Automatically back up your generated PDF reports to Google Drive or Dropbox without any manual downloading.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.