Productivity
Pylon
20 min
pylon is an ai powered b2b support platform that centralizes customer conversations across multiple channels and enhances support with automation and knowledge management integrating with make com enables automated workflows and seamless data exchange for improved support efficiency 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 pylon support 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 with admin privileges and an api token, create your account on pylon app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 login to your platform using your credentials navigate to the pylon dashboard locate the section for generating an api token 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}} log in in your make account , 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 connect an application 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 chosen platform, allowing you to store and manage their details for future communication create a task creates a brand new task within the project or list you choose, 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 interactions or updates 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 make com delete a contact removes a specific contact from your account using the contact's 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 properties and current status list accounts fetches and displays a list of all your connected accounts, allowing you to view details for each one 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 and manage all current issues in one place make an api call allows you to make a customized, authorized api request to the connected service, giving you flexibility to access features or data not covered by the standard modules search contacts searches your contact list to find contacts that match a specific email address search issues finds and lists issues within a specific project or service, helping you quickly locate and review reported problems or tasks update a contact updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields update a task updates the details of a specific task using its unique id update an account updates the details of an existing account with new information update an issue modifies the details of an existing issue with new information or changes upload an attachment uploads an attachment by either selecting a file from your device or providing a direct url to the file you want to upload watch contacts triggers whenever a brand new contact is added to your system, allowing you to automatically kick off workflows or actions whenever someone new joins your contact list watch issues triggers whenever a brand new issue is added, allowing you to automatically start workflows whenever a new issue is created in your selected project or repository templates you can look for more templates in make's template gallery , 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 pylon website pylon documentation pylon api documentation pylon page on make