Connect Kustomer and MyDesk

Both apps 47Kustomer 27MyDesk 20

• 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.

• Trigger
  New Appointment

  Triggered when a new appointment is created in MyDesk.

• Trigger
  New Company

  Triggers when a new company is created in MyDesk.

• Trigger
  New Contact

  Triggers when a new contact is created in MyDesk.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in MyDesk.

• Trigger
  New Task

  Triggered when a new task is created in MyDesk.

• Trigger
  Task Completed

  Triggers when a task is marked as completed in MyDesk.

• Trigger
  Task Overdue

  Triggers when an open task passes its planned date without being completed.

• Action
  Create Address

  Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.

• Action
  Create Company

  Creates a new company (account) in MyDesk and returns its id.

• Action
  Create Contact

  Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.

• Action
  Create Task

  Creates a new task in MyDesk and returns its id.

• Action
  Find Contact

  Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.

• Action
  Find Country

  Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.

• Action
  Find Opportunity

  Returns the opportunities in MyDesk that match your own identifier or a filter condition.

• Action
  Find Representative

  Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.

• Action
  Find Task

  Returns the MyDesk tasks that match your identifier, subject or filter condition.

• Action
  Update Company

  Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.

• Action
  Update Contact

  Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.

• Action
  Update Opportunity

  Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.

• Action
  Update Task

  Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.

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