Kayse and Salesflare

How to connect Kayse

When client Created in Kayse, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in Kayse, find or create account, then find or create contact, then add contact to account in Salesflare.

Kayse is an AI-powered relationship and retention platform that includes a client portal app, prevents client loss and drives growth.

Start a workflow when this happens

Call Created — Triggers when a new call in registered in Kayse.
Call Updated — Triggers when an existing call is updated in Kayse.
Case Added to List — Triggers when a new case is added to list selected in trigger input.
Case Created — Triggers when a new case is created in Kayse.
Case Updated — Triggers when an existing case is updated in Kayse.

Show 4 more triggers

Client Created — Triggers when a new client is created in Kayse.
Client Deleted — Triggers when a client is deleted in Kayse.
Client Updated — Triggers when an existing client is updated in Kayse.
Task Document Uploaded — Triggers when a new document is uploaded to a task (regardless of method of upload). The URL supplied in trigger payload is presigned for 15 minutes, after which it will be invalidated.

Things Salesflare can make it do

Add Cases to List — Adds cases to case list. If any of the cases are already present in the list, ignore them.
Create Case — Creates a case inside Kayse app.
Create Case List — Create a new case list. Duplicate names for a case list will throw an error.
Create Client — Create a new client in Kayse.
Make AI Call — Schedule a campaign call to be performed whenever next free agent will be available.

Show 5 more actions

Remove Cases From List — Removes supplied cases from case list. If some IDs don't belong to list, an error will be thrown.
Send Chat Message (Email) — Send a chat message to client regarding specified case and use email as communication channel.
Send Chat Message (SMS) — Send a chat message to client regarding specified case and use SMS as communication channel.
Update Case — Update an existing case in Kayse.
Update Client — Update an existing client in Kayse.