Key concepts
Scenarios & connections

Scenario templates

17min

Templates are predefined that you can expand and customize to create new . You can then share these with friends and colleagues.

Benefits of templates

  • Creating your becomes much easier. Instead of starting each new from scratch, you can use a template as a foundation to expand upon.
  • Share your templates with anyone.
  • Save your templates for future use.

Who can create templates?

Anyone with a Teams plan can create templates. See the available subscription plans.

Using templates

You can find the Templates tab under your Team in the left-hand menu.

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Search for templates using the search bar in the top-right corner.

Template types

Public templates

A collection of templates created by Make and our partners that features many common integrations. Anyone can use them to create .

See Creating a scenario from a template.

Team templates

Only available for Teams and Enterprise organizations.

Team templates are those you and your team create. From the team templates screen, you can create, customize, save, and share your templates with others.

Creating a sceneario from a template

Using a public template

Make creates and maintains a library of templates. You can find it by clicking Templates on the left sidebar and looking under the Public tab.

  1. Go to Templates > Public and click the template you want to use.
  2. Choose whether you want a guided setup experience or simply a new from the template.
    1. Guided setup - This option includes on-screen prompts to help you configure the template for your needs.

      1. Click Start guided setup.

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      2. Follow the on-screen prompts to configure your scenario.

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      3. Optional Click Skip guided setup at any time to end the guided setup. You still need to configure all modules but on-screen prompts no longer appear.

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    2. New scenario - This option instantly creates a new scenario in your organization from the template. You need to manually configure module settings, such as Connections.

      1. Click Create a new scenario from template.

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      2. Edit your new scenario the same way as any scenario.
  3. Name and save your .
  4. Test and schedule your .

Using a team template

  1. Go to Templates > Team and click the template you want to use.
  2. Click Options.

  3. Click + Create scenario.

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  4. Choose which organization you want to create your for.
  5. Click Save.
    You are now ready to edit your scenario.

Creating templates

  1. Click Templates in the left-hand menu.

  2. Click + Create a new template.

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The Scenario Editor appears. Use the editor to create templates the same way you create regular .

You can only edit your private templates.

You cannot edit any published templates.

Templates cannot start with a webhook.

Renaming templates

When you create a new template, Make names it “New Template” by default.

Edit the name by clicking the title displayed at the top of the page, or follow the steps below:

  1. Click Options in the top-right corner.
  2. Click Rename.

You can only rename private templates.

Adding a description

You can include a description of your template to inform others of its functionality.

  1. Click the gear icon in the Controls panel below your template.

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  2. Add your description in the box provided (Max. 240 characters).
  3. Click Save.

Your description appears in the template information panel.

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Editing templates

Editing a template is similar to editing a with extra options for each field:

  • Use in Wizard - checking this box includes the field in the guided setup. Select it for fields that users need to personalize or edit.
  • Use as a default value - checking this box makes the value you defined the default value for that field. Select it to include a recommended value that users can edit.

Known issues:

  • When adding a module with dynamic, customizable fields, such as Set multiple variables, you need to check both:
    • Use in Wizard
    • Use as a default value
    • Selecting both check boxes ensure that users can see the field when they create a scenario from your template.
  • If the Use in Wizard and Use as a default value checkboxes do not appear:
    • In the Module settings window, click OK to save your changes and close the window.
    • Right click the module and select Settings. The Use in Wizard and Use as a defualt value checkboxes now appear.

Deleting templates

You can delete any of your private or published templates.

  • From your template list, click Delete to the right of any template.

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  • From a template, click Options in the top-right corner, then click Delete.

Publishing templates

Publishing

To share your template with others, you must first publish it.

To publish a template:

  1. Choose which private template you want to share.
  2. Click Publish in the top right corner.

You cannot edit a published template. You need to first unpublish your template. Then you can edit and republish.

Share a public link

Once you publish your template, you can share it with others.

Click Share public link in the top-right corner to copy the link to your clipboard.

Template recipients cannot change or clone the template.

Requesting approval

You can send your published templates for approval to make them available in the public templates library.

  • Click Request approval in the top-right corner.

The button will now read “Approval pending”.

A Make administrator reviews your template for public use. After approval, Make adds your template to the public templates library.

If your template contains a custom app, we can't add the template to the public library. You can still share the template using the public link.



Updated 27 Mar 2025
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