Using Make (Integromat) instead of Zapier — gotchas?

Hey all — been using Zapier for a while but hit some limits on data transformation and branching logic. Looking at moving a few of our FieldPulse workflows over to Make (Integromat).

Specifically wondering about:

  • Webhook payload differences — any fields that come through differently?
  • Authentication refresh — does the OAuth token handling behave the same?
  • Custom field values in triggers — I saw this thread about Zapier missing custom fields, curious if Make hits the same issue

Also any general YMMV stuff — I've found Make's error handling way more granular which is nice, but the FieldPulse module seems less polished than the Zapier one.

What gotcha am I missing?

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  • Devon — yeah this one tripped me up too when I first looked at it. Leo's right on the custom fields thing, that's a platform limitation on our end not a Zapier/Make thing.

    The OAuth refresh is actually smoother in Make in my experience. Their "Connection" model handles token refresh automatically without the extra "Refresh Token" step you need in Zapier. Heads up though: if you're using a custom OAuth app (not the default FieldPulse one in Make's app directory), you'll need to manually configure the token endpoint. That's auth.fieldpulse.io/.../token with grant_type refresh_token.

    One gotcha that got me: Make's "FieldPulse" app in the directory is on v1 of our API. If you need v2 features (like the new checklist endpoints), use the generic HTTP module and hit the endpoints directly. The v1 app works fine for work orders and customers, just not the newer stuff.

    Also worth noting — Make doesn't have the same "Test Trigger" behavior as Zapier. You often need to run the scenario once to see sample data, which can be annoying when you're building against production. I usually set up a filter early in the scenario to catch only test records while I'm building.

    Documentation link for the direct API approach: Using the FieldPulse API

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  • Devon — yeah this one tripped me up too when I first looked at it. Leo's right on the custom fields thing, that's a platform limitation on our end not a Zapier/Make thing.

    The OAuth refresh is actually smoother in Make in my experience. Their "Connection" model handles token refresh automatically without the extra "Refresh Token" step you need in Zapier. Heads up though: if you're using a custom OAuth app (not the default FieldPulse one in Make's app directory), you'll need to manually configure the token endpoint. That's auth.fieldpulse.io/.../token with grant_type refresh_token.

    One gotcha that got me: Make's "FieldPulse" app in the directory is on v1 of our API. If you need v2 features (like the new checklist endpoints), use the generic HTTP module and hit the endpoints directly. The v1 app works fine for work orders and customers, just not the newer stuff.

    Also worth noting — Make doesn't have the same "Test Trigger" behavior as Zapier. You often need to run the scenario once to see sample data, which can be annoying when you're building against production. I usually set up a filter early in the scenario to catch only test records while I'm building.

    Documentation link for the direct API approach: Using the FieldPulse API

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