New App: Support Customers with Multi-Channel Workflows Using Kayako

Jose Proenca
Jose Proenca / October 25, 2016

If you can't support your customers wherever they choose to engage with you, or when they need it, they might churn.

With Kayako you won't have to worry about letting anyone go unassisted. The unified customer service platform allows you to track requests whether they come in via email, live chat, or even social media, and keeps all that context together in one place. And, since you're aided by workflows that allow you to customize reactions to high priority tickets or VIP clients, you can scale with the confidence that users won't be neglected.

How Kayako Works With Zapier

Triggers (Instant)

  • New User: Triggers when a new user account is created.
  • New Organization: Triggers when a new organization is created.
  • New Case: Triggers whenever a new case is created.
  • Tag Added to User: Triggers when a tag is added to a user.
  • Tag Added to Organization: Triggers when a tag is added to an organization in Kayako
  • Tag Added to Case: Triggers when a tag is added to a case.
  • New Reply: Triggers whenever a reply is received on a case (also triggered on the first post).


  • Find Organization: Finds an existing organization. Optionally, create one if none are found.
  • Find a Case: Finds an existing case. Optionally, create one if none are found.
  • Find a User: Find an existing user. Optionally, create one if none are found.
  • Find an Agent: Finds an existing agent user.


  • Update a User: Updates an existing user.
  • Create Event: Creates a new event, which will show on the user's timeline.
  • Create Organization: Creates a new organization.
  • Update a Case: Updates an existing case.
  • Update an Organization: Updates an existing organization.
  • Add a Private Note to a Case: Adds a private note to an existing case.
  • Add Tags to Case: Adds tags to an existing case.
  • Create User: Creates a new user account and profile.
  • Add Tags to Organization: Adds tags to an existing organization.
  • Create Case via Email: Creates a case with the first post as a email.
  • Create Case with a Private Note: Creates a new case with the first post as a private note.
  • Add Tags to User: Adds tags to an existing user.

Automation Inspiration

Get started with these sample Zaps:

Generate New Users And Cases From Form Submissions

Support New Customers And Their Orders

Get Notifications and Action Items for Priority Cases

How To Automate Kayako With Zapier

  1. Sign up for a Kayako account, and make sure you have a Zapier account

  2. Try some pre-made Kayako integrations and learn more about how Kayako works with Zapier

  3. Check out our Kayako help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Kayako and Zapier