Intasite
Intasite is a UK-based company specializing in digital health and safety solutions for high-risk and controlled environments. Established in 2015 and headquartered in Stockton-on-Tees, Intasite offers an online platform that streamlines site inductions, contractor management, and visitor access for industries such as construction, energy, manufacturing, ports, and logistics .
Within Intasite, you can manage site inductions, user access, safety training, contractor compliance, visitor logs, access permissions, digital forms, and site entry records, enabling seamless automation of health, safety, and access control workflows across your industrial or corporate sites.
Pre-Requisite: This document assumes that you already have a base knowledge of using the Make platform.Pre-Requisite: This document assumes that you already have a base knowledge of using the Make platform.
What Intasite modules are available in the Make platform
- Trigger - Watch Events
- Invitations - Search, Get (By Identifier), Create, Send, Delete
- Members - Search, Get (By Identifier)
- Sites - Search, Get (By Identifier)
- Inductions - Search, Get (By Identifier)
- User Groups - Search, Get (By Identifier)
- User Type - Search, Get (By Identifier)
- Other - Make an API Call
- Advanced - Search a webhook, Search a webhook log
Connect Intasite to Make
To use Intasite in Make, you’ll need both your BPT App License Key and your Intasite API key.To use Intasite in Make, you’ll need both your BPT App License Key and your Intasite API key.
How do I request an API key for Intasite
-
Do you have an Intasite Account?
- Yes - Continue to Step 2
- No - Book a Demo to find out more about Intasite and request an API key.
-
Email Intasite at support@intasite.com to receive your API key (Please be aware that this could take up to 24 hours)
If you are contacting Intasite Support for the first time, you will receive an email from the support team asking you to activate your support account. Once activated you will have access to the support portal where you can view all of your support tickets.
Support Portal Link
How do I request a BPT App License Key
After purchasing your app either as part of a bundle or separately, you should have received an email containing the BPT App License Key. If you have not received an email or if you are yet to purchase the app please use the BPT License Key link that will guide you through the process.
How to Create a connection for your Make module
-
Login to Make > Select ‘Scenarios’ > Select ‘Create a new scenario’
-
Search for “Intasite” > Select ‘Search a Site’ (Note any module can be used, however we will use this one for testing data is returned)
-
Under Connection, click ‘Add’
-
The Create a Connection dialog appears.
App_Intasite_CreateConnection -
In the ‘Connection name’ field, enter a name for the connection
This is Optional, however we recommend you provide a good descriptive name i.e. “Production: Intasite Connection“.
- Enter your BPT App License Key.
- Enter your API Key.
- Click Save.
If you receive a pop up window with an error message like > {"message":"The request failed"} .
Close the window and wait for the connection to finish verification (Note this may take up to 60 seconds) > Double check you entered the correct key values and re-tryIf you receive a pop up window with an error message like > {"message":"The request failed"} .
Close the window and wait for the connection to finish verification (Note this may take up to 60 seconds) > Double check you entered the correct key values and re-try
- Right click on the Module > Select ‘Run this module only’ > If working correctly the results box will appear and show data.
You have successfully established the connection and returned data. You can now edit your scenario and add more Intasite modules.You have successfully established the connection and returned data. You can now edit your scenario and add more Intasite modules.
How to update a connection
If your connection requires reauthorization at any point, follow the connection renewal steps here .
Modules
Triggers
Watch Event - Need to confirm module has been created correctly
Monitors real-time activity within Intasite and triggers workflows when specified events occur.
This module contains the following fields
| Field | Usage |
|---|---|
| Webhook | Select the required webhook from the drop down or Click on Add |
How to add a webhook
| Field | Usage |
|---|---|
| Webhook name | Enter a name for the webhook(Note this is Optional, however we recommend you provide a good descriptive name i.e. “Production: Intasite Connection“). |
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Event | Select the required Event type from the drop down menu |
Invitations
Search an Invitation
Get all invitations generated.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get an Invitation
Get details of a specific invitation using the unique identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Invitation ID | Enter the invitation ID. |
Create an Invitation
Create an invitation for users, featuring multiple fields including the creator of the invitation, the recipient, Induction Name, Site Induction Name, visitor’s name and number, and other relevant information about the visitor.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Previous | Specify how many previous records to retrieve. |
| Sent By | Select the member who sent the invitation. |
| Code | Provide the unique code for the invitation. |
| Expiry Date | Set the expiry date for the invitation. |
| Archived Date | Set the date when the invitation was archived |
| Started Date | Provide the date the process or invitation was initiated. (Advanced) |
| Ended Date | Enter the date when the invitation or related process was concluded. |
| Approved By | Select the member who approved the invitation. |
| Approved Date | Provide the date when the invitation was approved. |
| Vehicle Registration | Input the vehicle’s registration number. |
| Date of Birth | Specify the date of birth of the individual related to the invitation. |
| Company | Enter the company name associated with the individual or invitation. |
| Driving License Number | Provide the driving license number for identity verification or compliance purposes. |
| Custom Field 1 | Capture additional data specific to your workflow or process. (Advanced) |
| Custom Field 2 | Use this field to store further custom data. (Advanced) |
| Invalidated | Set to true if the invitation has been invalidated. A boolean toggle to control the status of the invitation. |
| Induction | Provide induction details related to the invitation. This is a nested collection that includes:- Induction Name: Name of the induction process. (Required)- Site:- Name of Site Induction: Name of the site-specific induction. (Required) |
| Visitor | Add visitor-related information for the invitation. This is a collection of fields capturing the visitor’s identity:- First Name: Visitor’s given name.- Last Name: Visitor’s surname.- Email: Visitor’s email address.- Mobile Number: Visitor’s contact number. |
Send Invitation
Send an induction invitation to a user.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | Select the field to use for sorting the results. |
Delete an Invitation
Allow users to delete an existing invitation by using the invitation’s ID.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Invitation ID | Enter the invitation ID. |
Update an Invitation - Hidden Module
Update an Invitation given the ID
This module is currently in beta and is subject to change.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Invitation ID | Enter the invitation ID. |
| Previous | Specify how many previous records to retrieve. |
| Sent By | Select the member who sent the invitation. |
| Code | Provide the unique code for the invitation. |
| Expiry Date | Set the expiry date for the invitation. |
| Archived Date | Set the date when the invitation was archived |
| Started Date | Provide the date the process or invitation was initiated. (Advanced) |
| Ended Date | Enter the date when the invitation or related process was concluded. |
| Approved By | Select the member who approved the invitation. |
| Approved Date | Provide the date when the invitation was approved. |
| Vehicle Registration | Input the vehicle’s registration number. |
| Date of Birth | Specify the date of birth of the individual related to the invitation. |
| Company | Enter the company name associated with the individual or invitation. |
| Driving Licence Number | Provide the driving licence number for identity verification or compliance purposes. |
| Custom Field 1 | Capture additional data specific to your workflow or process. (Advanced) |
| Custom Field 2 | Use this field to store further custom data. (Advanced) |
| Invalidated | Set to true if the invitation has been invalidated. A boolean toggle to control the status of the invitation. |
| Induction | Provide induction details related to the invitation. This is a nested collection that includes:- Induction Name: Name of the induction process. (Required)- Site:- Name of Site Induction: Name of the site-specific induction. (Required) |
| Visitor | Add visitor-related information for the invitation. This is a collection of fields capturing the visitor’s identity:- First Name: Visitor’s given name.- Last Name: Visitor’s surname.- Email: Visitor’s email address.- Mobile Number: Visitor’s contact number. |
Members
Search a Member
Search for a specific member
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get a Member
Get a specific user’s details using their unique member identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop downIf no connection exists Create Connection. |
| Member ID | Enter the invitation ID.Note: To search by member > click on the ‘Search Member’ button > Enter name > Click ‘OK’ > Select Member (This will fill in the ID for the member) |
Reactivate Member By Identifier
Reactivate specific user’s details using their unique member identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Member ID | Specify the unique numeric ID for the member. |
Update Member By Identifier
Modify specific user’s details using their unique member identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Member ID | Specify the unique numeric ID for the member. |
| Enter the member’s email address. | |
| Mobile Number | Provide the member’s mobile contact number. |
| Country | Enter the member’s country of residence or operation. |
| Language | Specify the member’s preferred language. |
| Winda ID | Enter the Winda ID for COSMO access. |
| Company | Specify the company the member is associated with. |
| Job Title | Enter the member’s job title or role. |
| Safety Passport Number | Input the safety passport number associated with the member. |
| Date of Birth | Provide the member’s date of birth. |
| Account Locked | Indicate whether the member’s account is locked. |
| Medication | List any medication the member is currently taking. |
| Medical Conditions | Enter any known medical conditions of the member. |
Site
Search a Site
Get all sites.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get a Site
Get details of a specific sites using the unique identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Site ID | Select the site by its unique ID. |
Deactivate specific user’s details using their unique member identifier.
Clients
Search a Client
Get a list of all clients.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get a Client
Get details of a specific clients using the unique identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Client ID | Select the Client by its unique ID. |
Inductions
Search an Induction
Get all invitations generated.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get an Induction
Get details of a specific induction using the unique identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Induction ID | Select the Induction by its unique ID. |
Advanced
Search a Webhook
Get all webhooks generated.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
| Parse JSON (Advanced) | Enable or disable automatic JSON parsing of webhook payloads. |
Search an Webhook Log
Retrieves logs for all webhook activity.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
User-Groups
Search an User-Group
Get all the user-group.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get an User-Group
Retrieves a user group using its identifier.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
User-Type
Search an User-Type
Get all User Types
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| Search | Enter a keyword or phrase to perform a free-form search. |
| Ordering | This drop-down is dynamically populated from available invitation fields. Use it to sort the output by specific criteria like country, expiry date, etc. |
| Limit | Define the number of results to return. Defaults to 10 if left unspecified. |
Get a User-Type
Retrieves details of a specific user type by id.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| ### User Type ID | Select the user type from the available list. |
Other
Make An API Call
Performs an arbitrary authorized API call.
This module contains the following fields
| Field | Usage |
|---|---|
| Connection | Select the required connection from the drop down.If no connection exists Create Connection. |
| URL | Enter a path relative to https://www.intasite.com/api/v1/. For example:invitation/Refer to the Intasite
API documentation
for a list of available endpoints.Note that you will need to contact Intasite support to get access to the full list. |
| Method | Select the HTTP method you want to use:GET to retrieve information for an entry.POST to create a new entry.PUT to update/replace an existing entry.PATCH to make a partial entry update.DELETE to delete an entry. |
| Headers | Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
| Query String | Enter the request query string. |
| Body | Enter the body content for your API call. |