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Valuecase

Connect Valuecase integrations

Tailor your B2B onboarding workspaces by connecting Valuecase with Make to organize complex buyer journeys. Linking this collaborative hub with over 3,000 integration apps lets you automatically generate custom spaces from CRM deals, sync project tasks, and track client form submissions in real time. Register for a free account today to build your first client pipeline.

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Valuecase

This app is supported and maintained by the official vendor Valuecase.

Triggers and actions

Developed, supported and maintained by community users.

Watch Completed Form
Triggers when a new completed task is discovered.
Trigger
Watch Completed Task
Triggers when a new completed task is discovered.
Trigger
Watch Created Space
Triggers when a new Space is discovered.
Trigger
Add an External ID to Space
Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.).
Action
Complete a Task
Marks an Action Plan Task as Completed.
Action
Create a Space
Creates a new Valuecase Space.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Custom Property of a Space
Sets Custom Property value on an existing Space.
Action
Update a Space
Allows you to change the owner of a Space or archive it.
Action
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Supercharge your workflows

Automate Your Sales Workflows: Integrate Valuecase with Make

By integrating Valuecase with Make, you can automate client space creation, sync CRM data in real time, and trigger instant notifications. Optimize your entire B2B sales pipeline without manual work.

Instant client space creation

Automatically launch personalized Valuecase spaces the moment a deal reaches a specific stage in your CRM.

Seamless CRM data synchronization

Keep your client details and deal records perfectly updated across both Valuecase and your CRM without any manual data entry.

Real-time buyer engagement alerts

Receive instant Slack or email notifications whenever a client views a file or completes a task in their Valuecase space.

Automated onboarding handoffs

Trigger customer onboarding checklists and project management tasks in external tools as soon as a deal is closed in Valuecase.

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.