The Kustomer initiator is available for purchase as an add-on. If you are interested in purchasing, please contact us for additional information.
Overview
Kustomer is a customer service CRM platform built for managing high support volume. The Alchemer Workflow Kustomer initiator allows you to automatically trigger targeted customer feedback Workflows in Alchemer, after specific events occur in Kustomer. This helps your organization simplify the process of collecting and utilizing customer feedback, while providing a comprehensive solution for improving your services and overall customer satisfaction.
With Alchemer and Kustomer, you and your team can:
- Initiate a Workflow in Alchemer from a Workflow in Kustomer.
The Kustomer initiator uses outbound webhooks. Learn more about creating webhooks in Kustomer here.
Setup
1. Create a new Workflow.
2. Name your Workflow.
3. After creating a new Workflow, select Kustomer as your Workflow initiator.
4. Select the Start Alchemer Workflow from a Kustomer Workflow and then click "Next".
5. Hit "Next" on the initiator overview screen.
6. In Kustomer, select a Workflow and add a REST API action to the workflow
Refer to this documentation for more details on creating webhooks in Kustomer.
7. When composing the new webhook, set the Webhook URL to the endpoint supplied by Alchemer.
8. Select REST API: JSON as the Event Action.
9. Select POST as the Method.
10. Add Kustomer data fields. When done, click "Add to Kustomer data fields."
The fields must match exactly in both Alchemer and Kustomer. For example, a field labeled "last_name" in Kustomer must be added as "last_name" in Alchemer.
11. Click the "Save" button to complete configuration for this initiator.
Merge Codes
When the webhook fires, Kustomer will pass any custom fields you defined to Alchemer Workflow. After configuring this initiator, you can use these fields in merge codes, logic, and other Workflow features.
For more information on how to use these merge codes in your Workflow, check out this article.
FAQs
1. The Integration Manager Permission is required to set-up and use the Kustomer initiator. If you don't have this permission you will see the following message when selecting an initiator:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Yes, you can create an unlimited number of Workflows that listen to the same initiator. However, you will need to create a new Workflow and configure the initiator each time. You can reuse the same Kustomer authentication.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
