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Kustomer Integration

Customer service CRM for conversations, customers, and support automation. Connect Kustomer support activity to workflows that keep customer records and internal teams synchronized. Start with Watch Conversations, then trigger Get a Conversation or Get a Conversation by External ID as issues move forward.
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Supported triggers and actions for Kustomer integration

Triggers can detect changes in Kustomer and run actions that can create, search or modify data inside Kustomer automatically [3] — exactly how you set them.

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    Watch ConversationsTriggers when a new conversation is started or updated.
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    Watch CustomersTriggers when a new customer is created or an existing customer is updated.
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    Watch MessagesTriggers when a new message is received.
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    Watch NotesTriggers when a new note is created or an existing note is updated.
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    Watch TeamsTriggers when a team is created, updated, or deleted.
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    Watch UsersTriggers when a new user is created or an existing user is updated.
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    Watch WorkItemsTriggers when a new work item is created or updated.
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    Get a ConversationRetrieves a conversation by ID.
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    Get a Conversation by External IDRetrieves a conversation using its external ID.
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    Get a CustomerRetrieves a customer by ID.
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    Get a Customer by EmailGets a customer by their email.
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    Get a Customer by External IDRetrieves a customer by their external ID.
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    Get a Customer by Phone NumberRetrieves a customer based on their phone number.
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    Get a Customer EventRetrieves a specific event for a customer.
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    Get a Customer MergeRetrieves details of a specific customer merge.
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    Get a MessageRetrieves a single message based on the unique message ID.
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    Get a Message AttachmentRetrieves an attachment using a message ID and an attachment ID.
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    Get a Message by External IDRetrieves a message using its external ID.
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    Get a NoteRetrieves a note by ID.
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    Get a Work ItemRetrieves a work item by ID.

How to integrate Kustomer in automation workflow?

3 simple steps to make your Kustomer connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Kustomer connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Kustomer app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Kustomer supports.

The following table illustrates what fields Kustomer integration require during authorization flow inside our workflow builder [4].

You can create and retrieve your API Key by checking: https://help.kustomer.com/api-keys-SJs5YTIWX

Video slide demonstrates how Kustomer is connected in WEXTL builder.

Video slide demonstrates how Kustomer is connected in WEXTL builder [4].

FieldTypeHelp
Organization NameRequired
text

Your organization name. For example, if your URL is https://here.api.kustomerapp.com, then your organization name is here.

API KeyRequired
password

Your API key. You can create and retrieve your API Key by checking: https://help.kustomer.com/api-keys-SJs5YTIWX.

Connect Kustomer to popular apps on WEXTL

Enter a name of the other app you want to sync with Kustomer below. Click on selected app to explore integration options with Kustomer. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Kustomer integration

Select Watch Customers trigger from Kustomer - this will be a starting point in your automation. Whenever event happens in Kustomer, workflow will start [7] from Watch Customers node.

Search for Create a Customer Custom Object, connect it as the next step of integration sequence. You can use filters between Watch Customers and Create a Customer Custom Object, so only important data pass from Watch Customers to the next step. WEXTL gives you full control over the process of Kustomer automation. All parts of workflow are visible on the canvas [4].

Kustomer on WEXTL has 96 modules for crafting support automations. Explore Kustomer documentation for more.

Video slide demonstrates how Watch Customers and Create a Customer Custom Object nodes are used in Kustomer workflow.

Video slide demonstrates how Watch Customers and Create a Customer Custom Object [6] nodes are used in Kustomer workflow.

Frequently asked questions

Common questions about automating Kustomer in your workflows.

Try Kustomer on WEXTL®

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References

List of sources used to gather information about the Kustomer integration.

  1. Kustomer integration source code, module specs and credentials implementation.
  2. Internal Kustomer integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Kustomer vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Kustomer App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation