How to add marketplace app trigger as a trigger event for Kylas workflow?
This article covers the steps to perform in order to add a marketplace app trigger as the workflow trigger event. This will enable you to let a workflow get triggered by an external event taking place in a marketplace app and you can use this for below possible use cases:
- Send a WhatsApp message from Kylas WB messaging app via workflow when the payment is done by the payment link generated by Razorpay.
- Send an Email to the customer when KYC requests is generated from SETU.
Prerequisite:
Product plans: Elevate and above plans
Permission: Create workflow/Update All Workflow
Steps to perform: Install a marketplace app that has app triggers specified in the app e.g. SETU
Steps:
- Navigate to Kylas -> CRM settings -> Automations -> Workflows
- Go to Create or Edit workflow page.
- In step 2 of workflow creation after entity selection, please choose 'Marketplace app trigger' as trigger value
- You will see the list of app triggers from all apps supporting that you have installed on your Kylas account.
- Choose the desired trigger from the list
- Choose rest of the options for workflow trigger, conditions and actions
- Save the workflow
After the workflow activation, whenever the selected marketplace app will send an event to Kylas workflow, the workflow will trigger and perform the selected actions.
Apply conditions on the marketplace app trigger fields: If you have selected marketplace app trigger as workflow trigger event, then you can apply conditions on the trigger field values as below.
Add another marketplace app as actions: With the help of above triggers, you will be able to connect two marketplace apps with each other such as you will be able to send WhatsApp message via Kylas WhatsApp business app when an event takes place in SETU.
You can also use the marketplace app triggers variables in email templates to compose an Email with the values coming with app trigger as variable
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