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Make is useful when one SEC filing match should fan out to several operational systems. SEC API delivers one signed monitor.match event; Make’s Iterator turns data.matches[] into one bundle per filing.

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Configure the source

  1. Create a Custom webhook in Make and copy its production HTTPS URL.
  2. In the signed-in SEC API dashboard, add that URL as an organization webhook endpoint and subscribe it to monitor.match.
  3. Create the saved monitor in the same dashboard with a narrow query and appropriate form/ticker filters.
Endpoint and monitor changes require a WorkOS browser session. Do not place an API key in Make to create, update, test, or delete them; those requests return human_auth_required.

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Build the scenario

  1. Put Webhooks > Custom webhook first.
  2. Add Tools > Iterator with array data.matches.
  3. Map ticker, form, filingDate, and htmlUrl into Slack, email, Sheets, or a review queue.
  4. Include the monitor name and source URL in the outgoing message. The source filing is the evidence; the automation is only the routing layer.
Use the dashboard’s test-delivery action while Make is listening. The test event is webhook.test; production alerts are monitor.match and arrive on the scheduled monitor sweep.

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Preview a monitor

curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/monitors/MONITOR_ID/matches?limit=10"