Make.com Integration

Automate U.S. surplus lines tax calculations in your Make.com scenarios. Connect the Surplus Lines Tax API to 1,500+ apps with a powerful visual workflow builder.

Why Use Make.com Integration?

• Visual Workflow Builder — Design automations with an intuitive drag-and-drop interface
• 1,500+ App Integrations — Connect to Google Sheets, Slack, Airtable, databases, and more
• Advanced Logic — Built-in routers, filters, iterators, and error handlers
• Real-Time Processing — Instant triggers via webhooks for immediate calculations
• Batch Operations — Process multiple policies efficiently with iterators
• Powerful Scheduling — Automate rate updates and batch calculations on your schedule

Prerequisites

Before using the Make.com integration, ensure you have:

1. Make.com Account

   Free or paid Make.com account. Sign up at make.com

2. Surplus Lines Tax API Key

   Get your API key at app.surpluslinesapi.com. New accounts include 100 free queries.

3. Connected Apps (Optional)

   Depending on your use case, you may need connections to Google Sheets, webhooks, databases, or other apps.

How It Works

The Make.com app connects your scenarios to the Surplus Lines Tax API with three modules:

Installation

The Surplus Lines Tax API app is available in the Make.com app directory and ready to use in your scenarios.

Quick Start

1. Log in to your Make.com account at make.com
2. Click Create a new scenario
3. Search for "Surplus Lines Tax API" in the module selector
4. Add the module to your scenario
5. Configure your API credentials (see Configuration below)

Configuration

Step 1: Create API Connection

1. In your scenario, add a Surplus Lines Tax API module
2. Click Add next to the Connection field
3. Enter a connection name (e.g., "Surplus Lines API")
4. Paste your API key from app.surpluslinesapi.com
5. Click Save

Step 2: Configure Module

1. Select your connection from the dropdown
2. Choose the module operation (Calculate Surplus Lines Tax or Get Tax Rate)
3. Map input fields from previous modules or enter values manually
4. Click OK to save the module

Testing the Integration

Quick Test Scenario

1. Create a new scenario
2. Add a Tools → Set Variable module with test data:
   • state: Texas
   • premium: 10000
3. Add the Surplus Lines Tax API → Calculate Tax module
4. Map the state and premium variables
5. Click Run once

Expected Result: You should see tax calculation output with Texas tax ($485), stamping fee ($4), and total due ($10,489).

Template: Google Sheets Tax Calculator

Automatically calculate surplus lines taxes for new rows in Google Sheets. Perfect for batch processing policies.

How It Works

Required Google Sheet Columns

• State — Full state name (e.g., "Texas")
• Premium — Premium amount (numbers only)
• Effective Date (optional) — Date in YYYY-MM-DD format. Leave empty for current rates; fill in for historical rate calculations.
• Tax Amount — Calculated tax (auto-filled)
• Total Due — Grand total (auto-filled)
• Status — Success/Error message (auto-filled)

Setup Steps

1. Click "Use This Template" above
2. Connect your Google Sheets account
3. Connect your Surplus Lines API key
4. Select your Google Sheet and worksheet
5. Map columns: State, Premium, and optionally Effective Date
6. Turn the scenario ON

Template: Daily Tax Rate Sync

Automatically update a Google Sheet with the latest surplus lines tax rates for your tracked states. Runs daily to keep your rates current.

How It Works

Google Sheet Structure

Pre-fill column A with the states you want to track. The scenario updates the remaining columns on every run:

Setup Steps

1. Click "Use This Template" above
2. Connect your Google Sheets account
3. Connect your Surplus Lines API key
4. Create a Google Sheet with headers: State | Tax Rate (%) | Stamping Fee (%) | Last Updated
5. Pre-fill column A with the state names you want to track (e.g. Texas, California, Florida…)
6. Select your Google Sheet in each module
7. Turn the scenario ON

Template: Webhook-Based Calculator

Real-time tax calculations via webhook API. Perfect for integrating with external systems, apps, or custom forms.

How It Works

Webhook Request Format

POST https://hook.us2.make.com/YOUR-WEBHOOK-ID
Content-Type: application/json

// Basic — current rates
{
  "state": "Texas",
  "premium": 10000
}

// With historical rates
{
  "state": "Texas",
  "premium": 10000,
  "effective_date": "2024-06-15"
}

Success Response (200)

{
  "success": true,
  "state": "Texas",
  "state_code": "TX",
  "premium": 10000,
  "effective_date": null,
  "rates_from": "current",
  "total_tax": 489,
  "total_due": 10489,
  "breakdown": {
    "base_tax": { "rate": "4.85%", "amount": 485 },
    "stamping_fee": { "rate": "0.04%", "amount": 4 }
  },
  "notes": null,
  "legislative_source": "https://statutes.capitol.texas.gov/docs/IN/htm/IN.225.htm",
  "fallback_reason": null,
  "error_code": null,
  "error_message": null
}

Error Response (400)

{
  "success": false,
  "error": "Invalid state provided",
  "message": "Invalid state or premium value provided"
}

Error Handling: The scenario includes an error handler that catches invalid inputs (e.g., invalid state names, negative premiums) and returns a properly formatted error response with HTTP 400 status code.

Setup Steps

1. Click "Use This Template" above
2. Connect your Surplus Lines API key
3. Copy the webhook URL from the trigger module
4. Turn the scenario ON
5. Test with cURL or Postman using the request format above

Module: Calculate Tax

Calculate surplus lines tax for any U.S. state and premium amount with detailed breakdowns.

Required Parameters

Optional Parameters

Example Output

{
  "success": true,
  "state": "Texas",
  "state_code": "TX",
  "premium": 10000,
  "effective_date": null,
  "rates_from": "current",
  "total_tax": 489,
  "total_due": 10489,
  "breakdown": {
    "base_tax": { "rate": "4.85%", "amount": 485 },
    "stamping_fee": { "rate": "0.04%", "amount": 4 }
  },
  "notes": null,
  "legislative_source": "https://statutes.capitol.texas.gov/docs/IN/htm/IN.225.htm",
  "fallback_reason": null,
  "error_code": null,
  "error_message": null,
  "account": {
    "balance": 9.62,
    "free_queries_remaining": 0,
    "was_free_query": false
  }
}

Module: Get Tax Rate

Get current or historical tax rate for a specific state. Automatically falls back to current rates if historical data is unavailable for the requested date.

Parameters

Example Output

{
  "success": true,
  "state": "Texas",
  "state_code": "TX",
  "query_date": null,
  "rates_from": "current",
  "rate": {
    "tax_rate": 0.0485,
    "stamping_fee": 0.0018,
    "filing_fee": null,
    "service_fee": null,
    "surcharge": null,
    "regulatory_fee": null,
    "fire_marshal_tax": null,
    "slas_clearinghouse_fee": null,
    "flat_fee": null,
    "effective_from": null,
    "effective_to": null,
    "legislative_source": "https://statutes.capitol.texas.gov/docs/IN/htm/IN.225.htm",
    "confidence": "high"
  },
  "fallback_reason": null,
  "account": {
    "balance": 0,
    "free_queries_remaining": 99,
    "was_free_query": true
  }
}

Use Cases

• Daily Rate Sync — Keep a Google Sheet updated with current rates for your tracked states
• Policy Audits — Retrieve the rates that were in effect at a specific past date
• Renewals — Compare current rates to prior year rates for renewal quotes
• Compliance — Document historical rate information for regulatory filings

Troubleshooting

"Connection failed" error

Your API key is invalid or expired. Verify your key at app.surpluslinesapi.com.

"Insufficient balance" error

Your account balance is depleted. Add funds at app.surpluslinesapi.com.

"Invalid state" error

Check the state name spelling. Use full names (e.g., "Texas") or standard abbreviations (e.g., "TX").

Scenario not triggering

• Verify scenario is ON (toggle in top-right corner)
• Check webhook URL is correct (for webhook triggers)
• For Google Sheets triggers: verify polling interval (not instant)
• Check scenario execution history for errors

Getting Help

Contact us at support@undtec.com for assistance.

Pricing

Make.com integration usage follows the same pricing as the REST API:

Get Your API Key View Full Documentation