Kayako + Process Street

Kayako + Process Street integrations

Create conversations with private notes in Kayako for new checked tasks in Process Street

Stay on top of your tasks and enhance team communication with this automation between Process Street and Kayako. When a new task is checked off in Process Street, this workflow will create a conversation with a private note in Kayako, ensuring that important updates and information are shared seamlessly among team members. Improve coordination and keep your support team informed without any added effort.

When this happens...
New Task CheckedTriggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Create Conversation With a Private NoteCreates a new conversation with the first post as a private note.
ActionWrite

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More things you can do with Process Street and Kayako

Discover other triggers and actions you can use with Process Street and Kayako

- Workflow
Trigger
Instant
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- Data Set
  Required
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
Try It

- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
New Organization
Triggers when a new organization is created.
Trigger
Instant
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New Reply
Triggers whenever a reply is received on a conversation (also triggered on the first post).
Trigger
Instant
Try It
Tag Added to Organization
Triggers when a tag is added to an organization in Kayako.
Trigger
Instant
Try It
- Conversation
  Required
- Private Note Contents
  Required
Action
Write
- Organization
  Required
- Tags
  Required
Action
Write
- Requester
  Required
- Mailbox
  Required
- Conversation Subject
  Required
- Message Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Write
- Event
  Required
- Email
  Required
- Title
  Required
- Body
- Properties
- Priority
- Url
- Icon URL
- Triggered At
Action
Write
- Organization
- Full Name
  Required
- Email
  Required
- Role
  Required
- Teams
- Language
Action
Write
- Organization
  Required
- Email Domains
- Organization Name
- Tags
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Requester
  Required
- Conversation Subject
  Required
- Private Note Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Search or write
- Query
  Required
- Organization
- Full Name
  Required
- Email
  Required
- Role
  Required
- Teams
- Language
Action
Search or write

- Data Set
  Required
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write
New Conversation
Triggers whenever a new conversation is created.
Trigger
Instant
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New User
Triggers when a new user account is created.
Trigger
Instant
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Tag Added to Conversation
Triggers when a tag is added to a conversation.
Trigger
Instant
Try It
Tag Added to User
Triggers when a tag is added to a user.
Trigger
Instant
Try It
- Conversation ID
  Required
- Tags
  Required
Action
Write
- User
  Required
- Tags
  Required
Action
Write
- Requester
  Required
- Conversation Subject
  Required
- Private Note Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Write
- Organization Name
  Required
- Tags
- Email Domains
Action
Write
- Conversation ID
  Required
- Requester
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Subject
Action
Write
- User
  Required
- Tags
- Full Name
- Role
- Organization
- Teams
- Language
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Organization Name
  Required
- Tags
- Email Domains
Action
Search or write

About Kayako

Kayako offers a multi-channel (email, social media, and live chat) customer support platform with customizable engagement workflows.

HelpHelp

Related categories

Customer Support

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

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