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Vestberry
Make Code

Connect Vestberry and Make Code

Explore ready-made Vestberry and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Vestberry with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Vestberry
Trigger: Watch for Files
Make Code
Action: Select an action
1. Select a trigger

  • Triggers when a file is watched.

  • Triggers when a note is watched.

  • Triggers when a portfolio company is watched.

  • Triggers when reports from Portfolio Companies are submitted.

  • Triggers when a given Portfolio Compan KPIs are watched.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Vestberry and Make Code.

Add a Note to a Portofolio
Adds a note.
Action
Add a Portfolio Company
Adds a portfolio company.
Action
Get a Fund by ID
Gets fund by ID.
Action
Get a Metric For a Fund
Retrieves metrics for a given fund.
Action
Get a Metric For a Portfolio Company
Get metrics for given portfolio company.
Action
Get Notes
Lists notes.
Search
List New Portfolio Company Report
List New Portfolio Company Report.
Search
List Portfolio Companies
Lists portfolio companies.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
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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.