Internal apps and client portals: how to automate the user creation with Make.com

The additional requirements can be easily fullfilled.

Here is how you should do it. 2 options to do so.

Option 1
In the page where you or your team add customers/users, add 3 customizable forms.

Each of them will have the same setup as explained in my guide.

Though each of the forms will have a hidden field. This hidden field will display the exact value (case sensitive) that appears in the airtable field where the user can be either an employee, a vendor or a customer. (should be a single select field I guess)

Form 1 will be setup with the value “employee”, the form 2 with the value “vendor” and the form 3 with the value “customer”. All these values to be manually entered in the hidden field.

For a better User experience you can use an other guide I created to create tabs. This way the three forms will be displayed on a specific button click. Here it is: New - unofficial - feature: TABS - Hide/Show multiple blocks horizontally

Option 2 , simpler and less work

Just add in your current customizable form a single select field (no need to be hidden) where your or your team will be able to choose between three values: employee, vendor or customer. The three values should be the exact same values as in your airtable field (once again: case sensitive, otherwise you will create multiple options in your airtable field with the next step described below. Such mistake can lead to some issues when setting up permissions in Softr for example)

Make setup common to both options

Add an Airtable module at the end of your current scenario. You will be able to update the newly created record by adding the additional information in the right airtable field. You will look for this additional information for this last module in the first module (webhook module)

Note that the option to send magic link is also referenced in my guide… But it is misleading. It doesn’t send anything to the newly created user, it only populates the magic link url in the corresponding Airtable field.
Unless it has since been changed, if so and you did a live test, just let me know.

If any problem to do so, just reply and I will record a video tomorrow or after tomorrow to explain the full process.