Productivity
Pylon by Maxmel Tech
21 min
usepylon is a b2b support platform offering omnichannel support, ai agents, knowledge management, and account intelligence with strong compliance integrating with make com enables automated workflows, streamlined support processes, and enhanced customer experience for b2b organizations this is ai generated content based on official pylon documentation the content may still contain errors—please verify important information if you have questions, contact https //support usepylon com/articles/8720681560 how to contact pylon support during system downtime?utm source=openai directly how to get support on pylon pylon is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=pylon\&app slug=pylon community\&app unique id=pylon 69p57l requirements to use the pylon app in make, you must have an active account and an api token, https //usepylon com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/pylon community/ click the install button follow the on screen instructions to complete the setup connect pylon and {{product name}} to get started, you must first create a connection between pylon and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to generate your api token log in to the pylon dashboard using your credentials navigate to the section where you can generate an api token create or generate a new api token copy and securely store the generated api token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=pylon\&app slug=pylon community\&app unique id=pylon 69p57l create the connection in {{product name}} https //www make com/en/register , add the pylon module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your pylon or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pylon modules after connecting to the pylon app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your account, allowing you to store and manage their information for future use create a task adds a new task to a project or list of your choice, helping you organize and manage your work more efficiently create an account creates a brand new user account, allowing you to add a fresh profile to your system create an account activity adds a new activity record to an account, helping you track important actions or events related to that account create an issue creates a brand new issue in your selected project, allowing you to track tasks, bugs, or feature requests directly from your workflow delete a contact permanently removes a specific contact from your account using its unique id get a contact fetches detailed information for a specific contact using their unique id get an account fetches detailed information about a specific account using its unique id get an issue fetches detailed information about a specific issue, allowing you to view all its associated data and properties list accounts fetches and displays a detailed list of all your connected accounts, allowing you to view and manage them easily list contacts fetches and displays a list of all your contacts, allowing you to view their details in one place list issues fetches and displays a list of issues from your selected project or repository, allowing you to view all current issues in one place make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not available in the standard modules search contacts finds and retrieves contact details based on a specific email address you provide search issues finds and lists issues within a specific project or service, helping you quickly identify and review any reported problems or tasks update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a task allows you to update the details of a specific task by providing its unique id update an account updates the details of an existing account, allowing you to modify information such as account name, contact details, or other relevant fields update an issue updates the details of an existing issue, allowing you to modify fields such as the title, description, status, or other relevant information upload an attachment uploads an attachment by either selecting a file from your device or providing a direct url to the file watch contacts triggers and starts your scenario whenever a brand new contact is added to your system, allowing you to automate actions based on new contact creation watch issues triggers whenever a brand new issue is added, allowing you to automatically start workflows or actions in response to each new issue creation templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pylon resources you can have access to more resources related to this app on the following links https //usepylon com https //support usepylon com/ https //docs usepylon com/pylon docs/developer/api https //www make com/en/integrations/pylon community