LiveAgent + Upnify Integration

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LiveAgent + Upnify Integration

Create Upnify client from new LiveAgent ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding clients in Upnify. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Upnify integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Upnify.

This makes it easy to keep track of your support tickets and clients in one place.
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LiveAgent + Upnify Integration
1.
  • LiveAgent
    Ticket is created in LiveAgent
  • LiveAgent
    Contact is created in LiveAgent
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • LiveAgent
    Create tag in LiveAgent
  • LiveAgent
    Search contact in LiveAgent
  • LiveAgent
    Search agent in LiveAgent
  • LiveAgent
    Create ticket in LiveAgent
  • LiveAgent
    Create contact in LiveAgent
  • LiveAgent
    Add contact to group in LiveAgent
  • LiveAgent
    Update contact in LiveAgent
  • LiveAgent
    Create company in LiveAgent
  • LiveAgent
    Remove contact from group in LiveAgent
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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750 Tasks
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