Before you connect
- The Perkstar business is on Growth, Scale, Enterprise, or Franchise.
- Perkstar has enabled the intended Make organisation for the private beta.
- You can sign in to both the intended Perkstar and Make accounts.
- Your Perkstar role can connect integrations for the business.
- Your Make role can create connections and edit scenarios in the intended team.
- At least one active loyalty card exists for card-aware modules and filters.
- You know who will own the scenario and which customer fields each destination needs.
One Make connection represents one Perkstar business. Create a separately
named connection for every business; a connection never searches or writes
across Perkstar tenants.
Create the connection
1
Open the private-beta app
Sign in to the Make organisation that Perkstar enabled and create or open a
scenario in the correct team. Add a module, search for Perkstar, and
select a trigger, action, or search. Beta access makes the private app
available to that organisation; it does not publish the app or activate a
scenario.
2
Add a Perkstar connection
In the module’s Connection field, choose Add. Make opens Perkstar’s
hosted authorisation page over HTTPS.
3
Confirm the business
Check the business and signed-in account shown by Perkstar. If either is
wrong, cancel and switch Perkstar organisation before approving. Do not
authorise first and rely on a later module filter to isolate another
business.
4
Review and allow access
Read the plain-language permissions and choose Allow only if they match
the intended scenario. The private-beta app requests customer, enrolment,
card, event, webhook, marketplace-loyalty, and Wallet-push permissions used
by its guided modules. If the connection offers Advanced API scopes,
leave them unselected unless a documented Make an API call operation
requires one; each selected scope appears on the Perkstar consent screen.
Perkstar returns the connection to Make without displaying an API key.
5
Name and verify the connection
Use a name that identifies the tenant, for example
Perkstar — North Street Coffee (Live). Open the module again and confirm card selectors and a safe
search return data only from that business.Test a read-only scenario first
1
Add Search customers
Select Search customers, choose the new connection, and use an
authorised internal test customer’s exact email, phone, external reference,
or pass barcode/serial. You can also filter by Created after. Use a
narrow Limit for this connection test; Customer ID is not an input to this
search module.
2
Run once
Choose Run once in Make. Open the module’s output bundle and confirm the
customer ID and business-owned fields are the expected record. A no-match
result is not permission to guess another tenant’s identifier.
3
Add one narrow destination
Map only the fields a low-risk destination step needs. Keep the scenario
inactive until its filters, error handler, access, and data retention have
been reviewed.
Test the instant trigger
1
Start with Watch loyalty events
Add Watch loyalty events as the first module, create its attached
webhook, and select one event. Choose a Card only when that event carries a
Card ID and the scenario belongs to a single programme. Leave test events
excluded unless this is an isolated test scenario.
2
Listen before creating the event
Choose Run once, then perform the exact low-risk event in the connected
Perkstar business. A generic
webhook.test diagnostic does not satisfy the
module’s business-event selection.3
Inspect the bundle
Confirm the trigger’s authenticated Perkstar verification request succeeded,
then inspect the stable outer Event ID, dotted Event Type, Created
timestamp, Organization ID, and nested Event Data before mapping another
module. Optional Event Data fields can be absent or
null.4
Activate gradually
Add filters and an error handler, save the scenario, then schedule it On
for one event/card and a narrow audience. Monitor Make scenario history,
incomplete executions, and the corresponding Perkstar records before
widening it.
Connection and webhook lifecycle
To revoke Perkstar access, open Settings → Authorised apps in the connected
Perkstar business and revoke the Make connection. Then remove or reauthorise the
connection in Make before reactivating affected scenarios.
Read Webhooks and instant scenarios before using
an event trigger, Troubleshooting before
reconnecting a shared production connection, and Data and
security before mapping personal data.

