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Example: Use Make to enrich inbound leads with Captain Data

You can also refer to this Guideflow to learn how to configure the ‘Launch a Workflow’ module for Captain Data in Make.

While the guide focuses solely on setting up the module, keep in mind that you’ll need a data source in place beforehand. This could be your CRM (e.g., HubSpot), a spreadsheet (e.g., Google Sheets), Notion, or any database.

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Available Modules

  • Get Job Info
  • Launch Workflow
  • Make an API Call
  • List Application Accounts
  • List Job Results

Captain Data doesn’t directly support triggering a workflow when a new row is added to your spreadsheet. To achieve this, you’ll need to: Use Make’s Google Sheet Module (Watch New Rows).

Google Sheets Setup

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Blueprint: Trigger a Captain Data Workflow from Slack

Launch a workflow from Slack by sending, for example, a LinkedIn company URL and job titles, triggering the “Find Leads from Company Profile with Sales Navigator” workflow to fetch and return leads.

Follow this process:

  1. Watch for Messages: Select a Slack channel (public or private).
  2. Extract Info: Split the message into LinkedIn URL & Job Titles.
  3. Send to Captain Data: Auto-fill workflow inputs.
  4. Set Filters & Run: Ensure a LinkedIn URL, select accounts, and choose on-demand or scheduled runs.
  5. Test It! Click “Run Once” & send a Slack message.

Use this JSON blueprint:

{
  "name": "Source contacts from Company URL",
  "flow": [
    {
      "id": 7,
      "module": "slack:WatchGroupMessages",
      "version": 4,
      "parameters": {
        "limit": 1,
        "channel": "",
        "__IMTCONN__": null,
        "inputMethod": ""
      },
      "mapper": {},
      "metadata": {
        "designer": {
          "x": 0,
          "y": 0,
          "messages": [
            {
              "category": "setup",
              "severity": "error",
              "message": "Value must not be empty."
            }
          ]
        },
        "restore": {
          "parameters": {
            "channel": {
              "label": "test"
            },
            "__IMTCONN__": {
              "data": {
                "scoped": "true",
                "connection": "slack2"
              },
              "label": ""
            },
            "inputMethod": {
              "label": "Select from a list"
            }
          }
        },
        "parameters": [
          {
            "name": "__IMTCONN__",
            "type": "account:slack2",
            "label": "Connection",
            "required": true
          },
          {
            "name": "inputMethod",
            "type": "select",
            "label": "Input Method",
            "required": true,
            "validate": {
              "enum": ["list", "search"]
            }
          },
          {
            "name": "limit",
            "type": "uinteger",
            "label": "Limit",
            "required": true
          },
          {
            "name": "channel",
            "type": "select",
            "label": "Private Channel",
            "required": true
          }
        ]
      }
    },
    {
      "id": 23,
      "module": "util:SetVariables",
      "version": 1,
      "parameters": {},
      "mapper": {
        "scope": "roundtrip",
        "variables": [
          {
            "name": "li_url",
            "value": "{{get(split(7.text; \"-\"); 1)}}"
          },
          {
            "name": "persona",
            "value": "{{get(split(7.text; \"-\"); 2)}}"
          }
        ]
      },
      "metadata": {
        "designer": {
          "x": 415,
          "y": -1
        },
        "restore": {
          "expect": {
            "scope": {
              "label": "One cycle"
            },
            "variables": {
              "items": [null, null]
            }
          }
        },
        "expect": [
          {
            "name": "variables",
            "spec": [
              {
                "name": "name",
                "type": "text",
                "label": "Variable name",
                "required": true
              },
              {
                "name": "value",
                "type": "any",
                "label": "Variable value"
              }
            ],
            "type": "array",
            "label": "Variables"
          },
          {
            "name": "scope",
            "type": "select",
            "label": "Variable lifetime",
            "required": true,
            "validate": {
              "enum": ["roundtrip", "execution"]
            }
          }
        ],
        "interface": [
          {
            "name": "li_url",
            "type": "any",
            "label": "li_url"
          },
          {
            "name": "persona",
            "type": "any",
            "label": "persona"
          }
        ]
      }
    },
    {
      "id": 11,
      "module": "captain-data:launchWorkflow",
      "version": 1,
      "parameters": {
        "__IMTCONN__": null
      },
      "filter": {
        "name": "Contact sourcing",
        "conditions": [
          [
            {
              "a": "{{7.text}}",
              "b": "linkedin.com/company",
              "o": "text:contain:ci"
            }
          ]
        ]
      },
      "mapper": {
        "jobName": "{{23.persona}} - {{23.li_url}}",
        "workflowUid": "select your workflow"
      },
      "metadata": {
        "designer": {
          "x": 900,
          "y": 0,
          "messages": [
            {
              "category": "setup",
              "severity": "error",
              "message": "Value must not be empty."
            }
          ]
        },
        "restore": {
          "parameters": {
            "__IMTCONN__": {
              "label": "",
              "data": {
                "scoped": "true",
                "connection": ""
              }
            }
          },
          "expect": {
            "workflowUid": {
              "mode": "edit",
              "nested": []
            }
          }
        },
        "parameters": [
          {
            "name": "__IMTCONN__",
            "type": "",
            "label": "",
            "required": true
          }
        ],
        "expect": [
          {
            "name": "jobName",
            "type": "text",
            "label": "Job Name",
            "required": true
          },
          {
            "name": "workflowUid",
            "type": "select",
            "label": "Workflow to launch",
            "required": true
          }
        ]
      }
    }
  ],
  "metadata": {
    "instant": false,
    "version": 1,
    "scenario": {
      "roundtrips": 1,
      "maxErrors": 3,
      "autoCommit": true,
      "autoCommitTriggerLast": true,
      "sequential": false,
      "slots": null,
      "confidential": false,
      "dataloss": false,
      "dlq": false,
      "freshVariables": false
    },
    "designer": {
      "orphans": []
    },
    "zone": "eu2.make.com",
    "notes": []
  }
}
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