Kayako and Salesflare
How to connect Kayako
- Via Zapier — 26 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Organization in Kayako, find or create account in Salesflare.
- When new Reply in Kayako, create internal note in Salesflare.
- When tag Added to Organization in Kayako, find or create account in Salesflare.
- When new Account in Salesflare, add Tags to Organization in Kayako.
About Kayako
Kayako offers a multi-channel (email, social media, and live chat) customer support platform with customizable engagement workflows.
Kayako operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Conversation — Triggers whenever a new conversation is created.
- New Organization — Triggers when a new organization is created.
- New Reply — Triggers whenever a reply is received on a conversation (also triggered on the first post).
- New User — Triggers when a new user account is created.
- Tag Added to Conversation — Triggers when a tag is added to a conversation.
Show 2 more triggers
- Tag Added to Organization — Triggers when a tag is added to an organization in Kayako.
- Tag Added to User — Triggers when a tag is added to a user.
Actions (15)
Things Salesflare can make it do
- Add Tags to Conversation — Adds tags to an existing conversation.
- Add Tags to Organization — Adds tags to an existing organization.
- Add Tags to User — Adds tags to an existing user.
- Add a Private Note to a Conversation — Adds a private note to an existing conversation.
- Create Conversation With a Private Note — Creates a new conversation with the first post as a private note.
Show 10 more actions
- Create Conversation via Email — Creates a conversation with the first post as a email.
- Create Event — Creates a new event, which will show on the user's timeline.
- Create Organization — Creates a new organization.
- Create User — Creates a new user account and profile.
- Find or Create Organization — Find or Create Organization
- Find or Create a Conversation — Find or Create a Conversation
- Find or Create a User — Find or Create a User
- Update a Conversation — Updates an existing conversation.
- Update a User — Updates an existing user.
- Update an Organization — Updates an existing organization.
Searches (4)
Look up existing records
- Find Organization — Finds an existing organization.
- Find a Conversation — Finds an existing conversation.
- Find a User — Find an existing user.
- Find an Agent — Finds an existing agent user.
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