RPA, login to website navigate to a specific page and download files

Questions & Answers
1

Need recommendations for the tools/steps required to achieve the following workflow.

How to achieve:

  1. Login to a website.
  2. Press a button, a new tab will open
  3. Navigate to new tab
  4. Select dropdown first item> another dropdown first item hit enter or click
  5. Page changes and a new search bar appear
  6. Enter search string and click search.
  7. Select all results
  8. Click export button
  9. A csv will be downloaded
  10. Save csv to google drive or send via post request
2

Welcome to the Make community!

That is quite a huge ask! It all depends on how the login is implemented, whether there are any rate-limiting firewall/software like Cloudflare, how the search and download endpoint/route is done, etc.

Usually to automate something like this you’ll need a specialised app running selenium to run in an actual web browser to perform the inputs/clicks/keystrokes, and you won’t find a Make app that can do that in a single operation.

If the external service has a Developer API Reference/Documentation, you should be able to integrate the endpoints in Make using the generic HTTP “Make a request” module.

Without knowing more details, we are unlikely to be able to provide further advice.

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