Pylon by Codex Solutions International

pylon is an ai native b2b support platform that unifies omnichannel communication, automates support tasks with ai, manages knowledge, and provides account intelligence, making customer support more efficient integrating with make com enables streamlined workflows and enhanced automation across business support channels 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 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 k5ivxl requirements to use the pylon app in make, you must have an active account and an api token, create your account on pylon app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 login to your platform using your credentials navigate to the pylon dashboard locate the section to generate an api token generate a new api token note 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 k5ivxl 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 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 chosen platform, allowing you to store and manage their details for future interactions create an account creates a brand new user account in your selected service, allowing you to add new users directly from your workflow delete a contact permanently removes a selected contact from your account delete an account permanently remove a selected account from your system, including all associated data get a contact retrieve detailed information about a specific contact by entering its unique id get a user retrieve detailed information about a specific user by providing their unique user id get an account retrieve detailed information about a specific account using its unique id list contacts retrieve a complete list of all your contacts from your account list all accounts retrieve a detailed list of all your connected accounts, including their key information list all users retrieve a detailed list of all users within your account, including their key information make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with any endpoint or perform actions not covered by the standard modules search contacts retrieve a list of all contacts that match your specified filter criteria update a contact modify the details of an existing contact by updating their information update a user updates the details of an existing user, allowing you to modify information such as their name, email address, or other profile settings update an account updates the details of an existing account, allowing you to modify information such as account name, contact details, or other related fields watch accounts this module activates whenever a new account is created, allowing you to automatically kick off workflows whenever an account is added watch custom fields this module activates whenever a new custom field is created, allowing you to take action as soon as additional data fields are added to your system 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