Pylon is your go-to B2B support hub, integrating conversations from Slack, Email, Chat, Teams, Forms, and Discord. Utilize AI for ticket management, draft replies, and knowledge creation. Dive into account insights and analytics for smarter support solutions. Manage contacts, accounts, tasks, and more with ease.
Available Module Types
- All Modules (22)
- Action
- Search
- Universal
- Trigger (polling)
Pylon API Integration for Make.com
Create custom Pylon automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Contact
Creates a new contact.
Action
Create an Account
Creates a new account.
Action
Create an Account Activity
Creates a new account activity.
Action
Create an Issue
Creates a new issue.
Action
Create a Task
Creates a new task in the specified project or list.
Action
Delete a Contact
Deletes a single contact by ID.
Action
Get a Contact
Retrieves a single contact by ID.
Action
Get an Account
Retrieves a single account by ID.
Action
Get an Issue
Retrieves a single issue.
Search
List Accounts
Retrieves a list of accounts.
Search
List Contacts
Retrieves a list of contacts.
Search
List Issues
Retrieves a list of issues.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Contacts
Searches for contacts by email.
Search
Search Issues
Searches for issues in a project or service.
Action
Update a Contact
Updates an existing contact.
Action
Update an Account
Updates an existing account.
Action
Update an Issue
Updates an existing issue.
Action
Update a Task
Updates a task by ID.
Action
Upload an Attachment
Uploads an attachment from a file or from a URL.
Trigger (polling)
Watch Contacts
Triggers when a new contact is created.
Trigger (polling)
Watch Issues
Triggers when a new issue is created.
Pylon Automation Use Cases
Explore potential use cases for automations using Pylon API and utilize our integration modules crafted specifically for such workflows.
2 modules
New Customer Onboarding
Automate the process of onboarding new customers by creating a new contact and a corresponding account activity. This ensures that any interaction with the new customer is documented and an account is set up.
Create a Contact
Create an Account Activity
1 module
Weekly Issue Summary
Automatically generate a weekly summary of issues by retrieving a list of issues and preparing a report for the support team to review.
List Issues
2 modules
Incident Management Workflow
Enhance your incident response strategy by creating a new issue whenever a problem is reported and updating the ticket with relevant information. This helps in tracking the issue lifecycle.
Create an Issue
Update an Issue
2 modules
Contact Refresh and Cleanup
Periodically update existing contacts and delete those that are no longer needed to keep your database clean and up-to-date.
Update a Contact
Delete a Contact
2 modules
Account Health Check
Run a scheduled process to retrieve and update accounts to reflect the latest information. This ensures that account details are always current.
Get an Account
Update an Account
1 module
Attachment Management
Ensure all communications are backed up with relevant documents by automatically uploading attachments received via email or chat.
Upload an Attachment
2 modules
Task Assignment and Follow-Up
Create a task for each new ticket that requires owner action, and update tasks as they progress to completion. This ensures no ticket is left unattended.
Create a Task
Update a Task
1 module
Real-time Contact Watch
Monitor and trigger actions whenever a new contact is created. This could include sending a welcome email or logging their details in a different system for further processing.
Watch Contacts
1 module
Custom API Automations
Utilize custom API calls to integrate with external systems or perform specific actions that are not covered by the existing modules.
Make an API Call
Supported Platforms
- Make.com
How to start with Pylon on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.