Zapier Integration Guide - Must be Completed to Activate Zapier in Kayse

Welcome to the guide for integrating Zapier with Kayse!

Zapier allows you to connect Kayse with thousands of other apps — no coding required. With just a few clicks, you can automate workflows like creating cases, sending messages, or syncing data with Google Sheets. Let’s get started 🚀

Step 1: Generate Your Kayse API Key

Before connecting to Zapier, you’ll need an API key from Kayse.

1. Log in to your Kayse account.
2. Navigate to Company Settings → API Keys.
3. Click Generate New API Key.
   • Choose a descriptive name (for your own reference).
4. Copy the generated key — you’ll need it in the next step.

Step 2: Connect Kayse to Zapier (via Workflow tab)

The easiest way to connect Kayse with Zapier is directly inside your Kayse account.

1. In Kayse, go to the Workflow tab in the left menu.
2. You’ll see the Zapier integration page.
   • Click Log In to connect your existing Zapier account.
   • If you don’t have one yet, you can create it here.
3. Once logged in, click Create Workflow.
4. This will open the Zapier builder inside Kayse, where you can:
   • Pick Kayse as your Trigger app.
   • Connect your Kayse API Key (from Step 1).
   • Build and test your Zap.

👉 You can also create Zaps directly from the Zapier dashboard, but we recommend doing it via Kayse Workflow tab — it’s faster, and your account connection will be automatically saved for future automations.

️ Step 3: Build and Configure Your Zap

Each Zap has:

• One Trigger (an event in Kayse that starts the Zap)
• One or more Actions (what should happen after the trigger)

Here’s how to configure it step by step:

Choose a Trigger

1. In the Zap builder, click on the Trigger block.
2. Search for Kayse in the app list (like on a screenshot above).
3. Choose your connected account (or connect a new one with the API key).
4. Select the Trigger you want (e.g., Case Created).

Add Actions

1. Click on the Action block.
2. Pick an app (Kayse or any of the 6,000+ Zapier integrations).
3. Select what should happen (e.g., Create Client in Kayse, or Send Email in Gmail).

🔽 Field Types in Actions

When configuring an Action, you’ll see different kinds of input fields:

• Dropdowns
  • Some are pre-filled (e.g., External Sources).
  • Others are pulled dynamically from Kayse (e.g., Campaigns, Case Lists).
  • You can set a fixed value or map it from the Trigger using the + button or / search.

• Generic Fields
  • Text, numbers, or dates.
  • Can be filled manually or mapped dynamically from Trigger data.

⚠️ Grey placeholder data is only test data — it will be replaced with real values once the Zap runs live.

• Multi-Value Fields
  • Some fields allow multiple entries.
  • Key/Value pairs: use the + button to add more items.
  • Multi-select lists: add several values at once.

🧪 Testing & Publishing

1. Fill in all required fields (marked with *).
2. Run a Test to check data flow.
3. Once successful, click Publish Zap.
   • Your Zap will now subscribe to the trigger.
   • From this point, every new event in Kayse will start the automation.

Example Use Cases

• When a Case is Created in Kayse → Add it to a Google Sheet → Notify your team in Slack.
• When a Client is Updated in Kayse → Update the client record in your CRM.

When a Document is Uploaded in Kayse → Save it automatically to Dropbox.

📚 Learn More

We’ve created additional guides for deeper details:

• 🔔 Zapier Triggers Guide — all available Kayse triggers (Case Created, Client Updated, Call Created, etc.)
• 🛠 Zapier Actions Guide — all available Kayse actions (Create Case, Update Client, Send Chat Message, etc.)

❓ FAQ

Q: How many apps can I connect?

A: Zapier supports 6,000+ apps — you can chain Kayse with most of them.

Q: Do I need to be an admin to set this up?

A: You need access to Company Settings in Kayse to generate an API Key.

Q: Can I test my Zap before publishing?

A: Yes — Zapier will walk you through testing each step before activation.

✨ That’s it! You’re ready to automate with Zapier and Kayse.

If you need help, contact our support team anytime. Happy automating!