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Pylon Integration

Customer support platform for B2B SaaS teams with shared inboxes. Route Pylon tickets, replies, and customer issues into CRM, chat, and escalation workflows. When Watch Contacts arrives, automatically continue with Get a Contact or Get an Account.
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  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Pylon integration

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

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    Watch ContactsTriggers when a new contact is created.
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    Watch IssuesTriggers when a new issue is created.
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    Get a ContactRetrieves a single contact by ID.
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    Get an AccountRetrieves a single account by ID.
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    Get an IssueRetrieves a single issue.
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    List AccountsRetrieves a list of accounts.
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    List ContactsRetrieves a list of contacts.
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    List IssuesRetrieves a list of issues.
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    Search ContactsSearches for contacts by email.
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    Search IssuesSearches for issues in a project or service.
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    Create a ContactCreates a new contact.
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    Create a TaskCreates a new task in the specified project or list.
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    Create an AccountCreates a new account.
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    Create an Account ActivityCreates a new account activity.
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    Create an IssueCreates a new issue.
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    Delete a ContactDeletes a single contact by ID.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Update a ContactUpdates an existing contact.
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    Update a TaskUpdates a task by ID.
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    Update an AccountUpdates an existing account.

How to integrate Pylon in automation workflow?

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

How Pylon connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Pylon 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 Pylon supports.

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

Demonstration of Pylon connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
API KeyRequired
password

Generate an API token in the dashboard.

Connect Pylon to popular apps on WEXTL

Enter a name of the other app you want to sync with Pylon below. Click on selected app to explore integration options with Pylon. 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 Pylon integration

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

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

Pylon on WEXTL has 22 modules for crafting support automations. Explore Pylon documentation for more.

Video slide demonstrates how Watch Contacts and Delete a Contact nodes are used in Pylon workflow.

Video slide demonstrates how Watch Contacts and Delete a Contact [6] nodes are used in Pylon workflow.

Frequently asked questions

Common questions about automating Pylon in your workflows.

Try Pylon on WEXTL®

Claim your 3-day trial to build Pylon integrations and access every WEXTL® feature.

Cancel anytime.

References

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

  1. Pylon integration source code, module specs and credentials implementation.
  2. Internal Pylon integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Pylon 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® Pylon App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation