Connect Kustomer to Dwolla

Both apps 46Kustomer 27Dwolla 19

• Trigger
  Conversation Created

  Triggers when a new conversation is created in Kustomer.

• Trigger
  Conversation Updated

  Triggers when a Kustomer conversation is created or updated.

• Trigger
  Customer Created

  Triggers when a new customer is created in Kustomer.

• Trigger
  Customer Updated

  Triggers when a Kustomer customer is created or updated.

• Trigger
  Message Created

  Triggers when a new message is sent or received in Kustomer.

• Trigger
  Message Updated

  Triggers when a Kustomer message is created or updated.

• Action
  Add custom object

  Creates a new custom object (KObject) of the chosen custom object type in Kustomer.

• Action
  Add message

  Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.

• Action
  Create Company

  Creates a company in Kustomer that customers can be linked to.

• Action
  Create Conversation

  Creates a new conversation for a Kustomer customer, with an optional name, status and tags.

• Action
  Create Customer

  Creates a new customer in Kustomer with a name, email, phone and optional external ID.

• Action
  Create Notes

  Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.

• Action
  Create User

  Invites a new agent user to your Kustomer org by name and email.

• Action
  Delete Customer

  Deletes a Kustomer customer by ID.

• Action
  Find Conversation

  Finds a Kustomer conversation by the external ID your own system gave it.

• Action
  Find Customer

  Finds a Kustomer customer by email address and returns their ID, name and phone.

• Action
  Find custom objects by criteria

  Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.

• Action
  Find User

  Finds a Kustomer agent user by email address.

• Action
  Get Company

  Returns one Kustomer company by ID.

• Action
  Get Conversation

  Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.

• Action
  Get Customer

  Returns one Kustomer customer by ID, with name, emails, phones and timestamps.

• Action
  Get message

  Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.

• Action
  Get user

  Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.

• Action
  List teams

  Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.

• Action
  Update company

  Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.

• Action
  Update Conversation

  Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.

• Action
  Update Customer

  Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.

• Action
  Add beneficial owner

  Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.

• Action
  Add customer

  Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.

• Action
  Add document

  Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.

• Action
  Add funding source

  Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.

• Action
  Add mass payment

  Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.

• Action
  Add transfer

  Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.

• Action
  Cancel transfer

  Cancels a pending Dwolla transfer and returns the updated transfer.

• Action
  Delete funding source

  Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.

• Action
  Find customers

  Searches Dwolla customers by name, business name or email, optionally filtered by verification status.

• Action
  Get customer

  Returns a Dwolla customer's details, including name, email, type and verification status.

• Action
  Get funding source

  Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.

• Action
  Get funding source balance

  Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.

• Action
  Get mass payment

  Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.

• Action
  List beneficial owners

  Returns all beneficial owners associated with a business verified Dwolla customer.

• Action
  List documents

  Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.

• Action
  List events

  Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.

• Action
  List funding sources

  Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.

• Action
  List transfers

  Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.

• Action
  Update customer

  Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.