Add new Kayako conversations to Google Sheets as rows
Your support team handles many customer conversations over time, which means that cataloging and categorizing those can be a challenge. This integration will automatically push all the details from new Kayako customer conversations to Google Sheets. Now you have a log of all your customer conversations you can keep an eye on.
Your support team handles many customer conversations over time, which means that cataloging and categorizing those can be a challenge. This integration will automatically push all the details from new Kayako customer conversations to Google Sheets. Now you have a log of all your customer conversations you can keep an eye on.
- When this happens...New Conversation
Triggers whenever a new conversation is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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New Conversation
Triggers whenever a new conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag Added to Conversation
Triggers when a tag is added to a conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag Added to User
Triggers when a tag is added to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
The conversation that tags will be added to.
TagsRequired
The tags to add to the case.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
The user to add tags to.
TagsRequired
The tags to add to the user.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RequesterRequired
The requester of the case.
Conversation SubjectRequired
The subject of the conversation.
Private Note ContentsRequired
The contents of the private note you want to start this case with.
Assigned Team
The team that the case is assigned to.
Assignee
The agent the case is assigned to. If you are specifying an assignee here, this assignee must belong to the assigned team you selected. Make sure you select a team before searching here, otherwise the search will not return any agents!
Type
Status
Priority
Conversation Form
If conversation forms are available on your Kayako plan, you can specify one here.
Tags
A list of tags to add to the case.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Tags
Specify any tags to add to the new organization.
Email Domains
Specify any email domains to associate with this organization. For example, if you add brewfictus.com to this organization, Kayako will automatically add any new users with an @brewfictus.com email address to this organization. Email domains must be unique - if an email domain is already associated with an organization in Kayako, it cannot be associated with another.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
The ID of the conversation to update.
Requester
The requester of the case.
Assigned Team
The team that the case is assigned to.
Assignee
The agent the case is assigned to. If you are specifying an assignee here, this assignee must belong to the assigned team you selected. Make sure you select a team before searching here, otherwise the search will not return any agents!
Type
Status
Priority
Conversation Form
If conversation forms are available on your Kayako plan, you can specify one here.
Subject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
The user to update.
Tags
The tags to add to the user. Note that this will replace all the user's existing tags with the ones you specify here.
Full Name
Role
Organization
Teams
A list of teams for this user. This is only applicable if the user is going to be an agent. If the user being updated is an agent, at least one team is needs to be specified. Teams chosen here will replace all existing teams that the user belongs to.
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Problem
would search for the term 'Problem' only across all cases that have the tag 'zapier'.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Bob
would search for the term 'Bob' only across all users that have the tag 'zapier'.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Enterprise
would search for the term 'Enterprise' only across all organizations that have the tag 'zapier'.Organization NameRequired
Tags
Specify any tags to add to the new organization.
Email Domains
Specify any email domains to associate with this organization. For example, if you add brewfictus.com to this organization, Kayako will automatically add any new users with an @brewfictus.com email address to this organization. Email domains must be unique - if an email domain is already associated with an organization in Kayako, it cannot be associated with another.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}
is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Reply
Triggers whenever a reply is received on a conversation (also triggered on the first post).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag Added to Organization
Triggers when a tag is added to an organization in Kayako.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ConversationRequired
The conversation to add a note to.
Private Note ContentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
The organization to add tags to.
TagsRequired
The tags to add to the organization.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RequesterRequired
The requester of the case is usually the customer. For this action, you'll be starting a conversation with this requester. The requester will receive the email message you specify.
MailboxRequired
Which Kayako mailbox do you want to start this conversation from?
Conversation SubjectRequired
Message ContentsRequired
The contents of the email message that will be sent to the requester.
Assigned Team
The team that the case is assigned to.
Assignee
The agent the case is assigned to. If you are specifying an assignee here, this assignee must belong to the assigned team you selected. Make sure you select a team before searching here, otherwise the search will not return any agents!
Type
Status
Priority
Conversation Form
If case forms are available on your Kayako plan, you can specify one here.
Tags
A list of tags to add to the case.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
A name for the event. This allows you to group events of a particular type in Kayako. A good event name corresponds to the activity or action that caused the event to be triggered. For example, if the event was that a checkout failure occurred, you may want to name the event checkout_failure. Event names can only contain letters and underscore _.
EmailRequired
The email identity of the user in Kayako that you want to add this event to.
TitleRequired
Body
A field to add some unstructured text to an event (to add structured data to an event, user Properties).
Properties
Events can contain any number of specific properties. Events displayed in Kayako user timelines can be expanded to reveal their properties. Properties are used to copy important information about an event to Kayako. For example, if you are adding a checkout failure event to a Kayako user's timeline, you may wish to store the checkout error code and basket value as properties.
Priority
Also known as weight. A value between 0.0 and 1.0. The weight can be used to determine the importance of an activity. We recommend giving common events (where knowing that they happened does not add much value to a customer profile) a lower priority, like 0.1, and giving more significant events (such as a checkout failure, a new reply or a new purchase) a higher priority, such as 0.8. Kayako will use these priorities to intelligently determine what to surface to your team when they have a conversation with your customers.
Url
You can specify a URL for the event. When Kayako displays this event on a user's timeline, clicking on the title of the event will take you to this URL. Useful, for example, if you want to link the event to a new thing that was created in another app or system, such as a Salesforce opportunity or a new Trello card.
Icon URL
You can specify the URL to a square icon. Kayako will use this icon next to the event when displaying the event in user timelines.
Triggered At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
If you want to add this user to an organization, specify one here.
Full NameRequired
The full name (firstname surname) of the user.
EmailRequired
The email address of the new user. This must be unique - no other users should be registered with this email address.
RoleRequired
The role of the new user. Remember, setting a user to a role of Owner, Admin, Agent or Collaborator make them an agent and gives the user access to your agent area and private information. It may also affect your billing.
Teams
A list of teams that the new user will be added to. This is only applicable if the new user is going to be an agent. If the user being created is an agent, at least one team is needs to be specified.
Language
The user's language.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Email Domains
Specify any email domains to associate with this organization. For example, if you add brewfictus.com to this organization, Kayako will automatically add any new users with an @brewfictus.com email address to this organization. Email domains must be unique - if an email domain is already associated with an organization in Kayako, it cannot be associated with another.
Note that the list of domains specified here will replace all existing domains that belong to this organization.
Organization Name
Tags
The tags to add to the organization. Note that this will replace all the organization's existing tags with the ones you specify here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Enterprise
would search for the term 'Enterprise' only across all organizations that have the tag 'zapier'.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Problem
would search for the term 'Problem' only across all cases that have the tag 'zapier'.RequesterRequired
The requester of the case.
Conversation SubjectRequired
The subject of the conversation.
Private Note ContentsRequired
The contents of the private note you want to start this case with.
Assigned Team
The team that the case is assigned to.
Assignee
The agent the case is assigned to. If you are specifying an assignee here, this assignee must belong to the assigned team you selected. Make sure you select a team before searching here, otherwise the search will not return any agents!
Type
Status
Priority
Conversation Form
If conversation forms are available on your Kayako plan, you can specify one here.
Tags
A list of tags to add to the case.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Supports the Kayako search syntax (https://support.kayako.com/article/1164-getting-more-out-of-the-kayako-search-bar).
Use filters to narrow down results - for example,
tag:zapier Bob
would search for the term 'Bob' only across all users that have the tag 'zapier'.Organization
If you want to add this user to an organization, specify one here.
Full NameRequired
The full name (firstname surname) of the user.
EmailRequired
The email address of the new user. This must be unique - no other users should be registered with this email address.
RoleRequired
The role of the new user. Remember, setting a user to a role of Owner, Admin, Agent or Collaborator make them an agent and gives the user access to your agent area and private information. It may also affect your billing.
Teams
A list of teams that the new user will be added to. This is only applicable if the new user is going to be an agent. If the user being created is an agent, at least one team is needs to be specified.
Language
The user's language.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories
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