Productivity

Zapier helps you connect two or more apps to automate repetitive tasks through workflows. Create Zapier workflows, called Zaps, to connect Kustomer with other platforms and services.

In this article

• Prerequisites
• How does Zapier work with Kustomer?
• Install the Zapier app in Kustomer
• Create a Zap in Zapier
• Troubleshooting

Prerequisites

To configure the Zapier app integration for your Kustomer organization, you will need the following:

• Zapier account for your organization (see Learn key concepts in Zapier in the Zapier Help Center)
• Kustomer app in Zapier (visit the Kustomer integration page in Zapier)

How does Zapier work with Kustomer?

Zapier can connect to Kustomer to create automations from a variety of basic actions. Zapier currently supports the following events:

Triggers

• Conversation Created
• Conversation Updated
• Customer Created
• Customer Updated
• Message Created
• Message Updated

Actions

• Create Customer
• Create Conversation
• Update Conversation
• Create Notes
• Update Customer
• Create User

Searches 

• Find Conversation
• Find or Create Conversation
• Find Customer
• Find or Create Customer
• Find User
• Find or Create User

To learn more, see Kustomer Integrations in the Zapier Help Center.

Install the Zapier app in Kustomer

To create Zaps with Kustomer, you will need to install the Kustomer integration in Zapier and install the Zapier app from the Kustomer App Directory. 

This Zapier app integration allows you to connect Zapier to Kustomer with OAuth 2.0 and automatically generates the necessary API key permissions required to create Zaps in Zapier for your Kustomer organization.

To integrate Zapier with Kustomer, install the Zapier app from within the Kustomer App Directory.

1. Go to Apps and search for Zapier in the App Directory.
2. Select Install.

Once you install the Zapier app in Kustomer, you can create Zaps in Zapier for your Kustomer organization and connect to Zapier with OAuth 2.0.

Create a Zap in Zapier

Connect Kustomer to other platforms and services with automated workflows, or Zaps, in Zapier. You can create a new Zap or use an existing one. 

To create a new Zap:

1. Sign in to your Zapier account. Select Make a Zap.
   
2. Search for Kustomer in the search bar, and select Kustomer from the results. (If you don't see Kustomer listed, add the Kustomer app to your Zapier account.)
   
   
3. Select an event for your trigger.
   
4. Select Choose Account. Enter your API Key and Org Name to give Zapier access to your Kustomer organization>. Select Yes, Continue.
   
   
5. Select Find Data to preview the payload.
   
   
6. Follow the setup steps to configure the workflow actions for the third-party application, platform, or service.
   
   
7. Select the workflow trigger and the workflow action, and then select Enable Zap.

To learn more, see Create Zaps in the Zapier Help Center.

Troubleshooting

Error message: OAUTH ERROR: failed to retrieve client id

If you receive this error message, verify that the Zapier app from the Kustomer App Directory is installed for your selected organization.