Kayako and Salesflare

How to connect Kayako

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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