All integrationsHelp Desk

Kustomer

Work with your Kustomer customer service platform: create and update customers, companies and custom objects, manage conversations, log messages, draft replies and add notes, and start workflows when conversations, messages and customers change.

actions
25
triggers
9

Triggers

Start a workflow when something happens in Kustomer.

  • New Kustomer conversationRuns when a conversation is started in Kustomer, by a customer or your team.
  • Kustomer conversation updatedRuns when anything about a conversation changes in Kustomer: a new message, its status, assignees, tags or priority.
  • Kustomer conversation status changedRuns when a conversation is opened, snoozed or marked done in Kustomer.
  • Kustomer conversation assignedRuns when a conversation is assigned to a person or a team in Kustomer.
  • New Kustomer messageRuns when a message arrives from a customer in Kustomer, or, if you choose, when your team sends one.
  • New Kustomer noteRuns when someone adds an internal note to a conversation in Kustomer.
  • New Kustomer customerRuns when a customer is added to Kustomer.
  • Kustomer customer updatedRuns when a customer's details change in Kustomer.
  • New Kustomer custom objectRuns when a custom object of the type you choose, such as an order, is added to Kustomer.

Actions

Steps a workflow can run in Kustomer.

  • Create customerAdd a customer to Kustomer. Give at least a name, an email, a phone number or an external ID.
  • Find customerLook up one customer by email address, phone number, external ID or Kustomer ID. Says whether one was found, without failing when not.
  • Update customerChange a customer's name, email, phone, external ID, company or custom attributes. Fields left blank keep their value.
  • Search customersFind customers by part of their name, email, phone, or when they were created or last changed. Returns one page; ask for the next with Page.
  • Delete customerDelete a customer from Kustomer for good.
  • Create companyAdd a company to Kustomer, to group the customers who work there.
  • Find companyLook up one company by its Kustomer ID or external ID. Says whether one was found, without failing when not.
  • Update companyChange a company's name, external ID, domain or custom attributes. Fields left blank keep their value.
  • Create conversationStart a conversation on a customer's timeline, optionally assigned to people or teams. Add messages to it with 'Log message' or 'Create draft reply'.
  • Find conversationLook up one conversation by its Kustomer ID or external ID. Says whether one was found, without failing when not.
  • Update conversationChange a conversation's status (open, snoozed until a time, or done), priority, assignees, name or custom attributes. Fields left blank keep their value; assignees given replace the ones there.
  • Search conversationsFind conversations by status, assignee, customer, or when they were created or last changed. Returns one page; ask for the next with Page.
  • Add tags to conversationTag a conversation. A tag name Kustomer doesn't have yet is created.
  • Remove tags from conversationTake tags off a conversation, by name.
  • Delete conversationDelete a conversation, with its messages and notes, for good.
  • Log messageRecord a message that happened outside Kustomer (a form, a call, another inbox) on a conversation's timeline. Nothing is sent to the customer.
  • List conversation messagesList the messages in a conversation, with who sent each and when.
  • Create draft replyWrite an email or SMS draft to a customer for an agent to review and send in Kustomer, or schedule Kustomer to send it at a time you choose.
  • Add noteAdd an internal note to a conversation. Only your team sees notes.
  • List conversation notesList the internal notes on a conversation.
  • List custom object typesList the kinds of custom object your Kustomer organization keeps, such as orders or bookings, with the names the other steps take.
  • Create custom objectAdd a custom object, such as an order, optionally on a customer's or a company's timeline.
  • Find custom objectLook up one custom object by its Kustomer ID or external ID. Says whether one was found, without failing when not.
  • Update custom objectChange a custom object's title, description, external ID or custom attributes. Fields left blank keep their value.
  • Delete custom objectDelete a custom object for good.

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