Pylon

Pylon + Konnectify

Pylon Integration with Konnectify

Connect Pylon to Konnectify to automate B2B support operations across issues, accounts, contacts, tasks, and knowledge base workflows—reducing manual work for support and customer success teams.

Accounts Contacts Issues Users Knowledge Base Macros Messages & Threads Surveys Tags Tasks Projects & Milestones Teams 0 Triggers 50 Actions

ON THIS PAGE

→ What is Pylon? → API & authentication → How to connect → Triggers (0) → Actions (50) → Popular automations → FAQ

What is Pylon?

Pylon is a modern B2B customer support platform for managing customer issues and conversations, while organizing work around accounts and contacts. It helps support and customer success teams collaborate with product and engineering to resolve tickets, track tasks, and capture customer context.

By integrating Pylon with Konnectify, you can keep Pylon in sync with your internal systems and automate common support workflows—like provisioning accounts, updating customer metadata, creating issues, and publishing knowledge base content.

New to Pylon?

Create your workspace and generate an API token to start automating.

Visit Pylon →

New to Konnectify?

Build workflows across support, product, and CS tools—without managing infrastructure.

Create a Konnectify account →

What you can automate

• Create and update accounts with domains, owners, tags, and custom fields

• Sync contacts and search by email or custom fields

• Create, update, and triage issues plus messages, replies, and internal threads

• Manage knowledge base collections, articles, and redirects

• Track delivery with tasks, projects, and milestones

• Collect feedback via surveys and organize with tags and teams

API & authentication

Authentication: API Token (custom credential)

This connector uses API Token authentication. In Konnectify, you’ll paste your Pylon API token once when creating a connection. Konnectify uses it to authenticate API requests on your behalf.

Required connection fields

API Token (api_token)

What the API connection can do

Accounts & contacts: create, update, search, and delete
Issues: create, update, search, delete, and manage conversations
Knowledge base: manage collections, articles, and redirects
Operational objects: tags, tasks, projects, milestones, teams, users
Surveys: list surveys and fetch responses

Important: permissions, plans, and rate limits

API access may depend on your Pylon plan and workspace permissions.
Respect rate limits—high-volume searches can be throttled.
Use cursor-enabled search actions for pagination and large datasets.

Official API docs: https://docs.usepylon.com/ (If your workspace uses a different docs URL, use the one provided by your Pylon admin.)

How to connect

Prerequisites

A Pylon workspace with API access enabled
A Pylon API Token (from your Pylon admin/settings)
A Konnectify account with permission to create connections and workflows

Add Pylon to a Workflow

In Konnectify, open Workflows and click Create workflow.
Search for Pylon in the app catalog.
Select Pylon as the step where you want to create/update/search data.

Authorize via API Token

When prompted, click Add new connection.
Paste your Pylon API Token into the API Token field.
Save the connection. Konnectify will validate the credential on the first API call.

Configure the Action

Choose the Pylon action (for example, Create Issue or Update Account).
Map fields from previous steps (e.g., account identifiers, requester details, tags).
Use Search actions to look up IDs when needed (account_id, issue_id, etc.).

Mapping tip

Many “Update” and “Delete” actions require an internal Pylon ID (or sometimes an external ID). If your source system doesn’t store Pylon IDs yet, add a lookup step first (for example, Search Accounts or Get Issue) and map the returned ID forward.

Test the Workflow

Run a test with a known account/contact/issue record.
Confirm the record appears in Pylon with the expected fields and tags.
If using file uploads, verify the URL/content is accessible and correctly encoded.

Activate the Workflow

Turn the workflow On.
Monitor first runs in workflow logs and refine field mappings as needed.
Scale safely: add filters, dedup checks, and pagination for search steps.

Triggers 0

This integration currently provides no native Pylon triggers in Konnectify. To automate end-to-end workflows, use triggers from other apps (e.g., CRM, forms, billing, data warehouse) and then execute Pylon actions to create/update records.

Need a Pylon trigger?

Common patterns are: trigger on “New/Updated record” in your source system → Search in Pylon → Create/Update in Pylon. If you need webhook-based triggers for Pylon events, contact Konnectify support with your event requirements.

Actions 50

Use actions to create and manage Pylon accounts, contacts, issues, knowledge base content, and more. Several Search actions support cursor-based pagination for large result sets.

Accounts 6 actions

Create Account

Creates a new account in Pylon with domains, owner assignment, tags, channels, external IDs, and custom fields.

Update Account

Updates an existing account in Pylon by ID or external ID. Only provided fields will be modified.

Get Account

Returns a single account from Pylon by account ID or external ID.

Delete Account

Permanently deletes an account from Pylon using account ID or external ID.

Search Accounts

Search for accounts in Pylon using filters such as id, name, domains, tags, owner_id, or external_ids.

Create Account Activity

Creates a custom activity for an account using the activity slug.

Contacts 5 actions

Create Contact

Creates a new contact in Pylon.

Update Contact

Updates an existing contact in Pylon by ID. Only provided fields will be modified.

Get Contact

Returns a single contact from Pylon by contact ID.

Delete Contact

Permanently deletes a contact from Pylon using contact ID.

Search Contacts

Search for contacts using filters such as id, email, account_id or custom field slug.

Issues 6 actions

Create Issue

Creates a new issue in Pylon. Requires either account_id or requester information.

Update Issue

Updates an existing issue in Pylon by ID. Only provided fields will be modified.

Get Issue

Returns a single issue from Pylon by issue ID or issue number.

Delete Issue

Permanently deletes an issue from Pylon using the issue ID.

Search Issues

Search issues in Pylon using supported filters such as state, account_id, requester_id, tags, title, created_at and more.

Reply to Issue

Sends a customer-facing reply on a Pylon issue. The message becomes part of the issue conversation visible to the requester.

Messages & Threads 8 actions

Get Issue Messages

Retrieves all messages associated with a Pylon issue, including customer replies and internal notes.

Get Issue Threads

Retrieves all internal threads associated with a Pylon issue.

Create Issue Thread

Creates a new internal discussion thread on a Pylon issue for internal collaboration.

Create Issue Note

Posts an internal note on a Pylon issue thread. Internal notes are visible only to internal users.

Redact Issue Message

Permanently redacts the content of a message in a Pylon issue conversation. This action cannot be undone.

Delete Issue Message

Permanently deletes a message from a Pylon issue conversation and any connected external system.

Create Attachment

Uploads a file attachment to Pylon. The returned URL can be used when creating issues or messages.

Upload Account File

Uploads a file to a Pylon account using either a file URL or base64 file content.

Account Highlights 3 actions

Create Account Highlight

Creates a highlight on a Pylon account to display important account information.

Update Account Highlight

Updates the content or expiration of an existing account highlight.

Delete Account Highlight

Deletes a highlight from a Pylon account permanently.

Users 3 actions

Get User

Returns a single user by ID.

update_user

Updates an existing user. Only provided fields will be modified.

Search Users

Search users in Pylon using email filter conditions.

Knowledge Base 7 actions

Get Knowledge Base

Returns a single knowledge base by its ID.

Create Collection

Creates a new collection inside a knowledge base.

Create Article

Creates a new article inside a knowledge base.

Get Knowledge Base Article

Fetch a single article from a knowledge base using its ID.

Update Knowledge Base Article

Updates the title, body, translation, or visibility settings of a knowledge base article.

Delete Knowledge Base Article

Deletes a knowledge base article permanently using its ID.

Create KB Route Redirect

Creates a redirect rule inside a knowledge base to route old URLs to an article or collection.

Macros 3 actions

Get Macro

Returns a single macro by its ID.

Create Macro

Creates a new macro within a macro group.

Update Macro

Updates a macro by ID.

Feature Requests 3 actions

Search Feature Requests

Search feature requests using semantic search, account filters, and status filters.

Get Feature Request

Returns a single feature request. Optionally includes evidence items.

Delete Feature Request

Permanently deletes a feature request and its associated evidence.

Surveys 3 actions

Get Survey

Returns a single survey by its ID.

Get Survey Responses

Returns survey responses for a given survey with optional filters.

Search Surveys

Search surveys using filters such as updated_at.

Tags 4 actions

Get Tag

Retrieves a single tag from Pylon using its unique tag ID.

Create Tag

Creates a new tag in Pylon with a value, object type, and optional color.

Update Tag

Updates the value or color of an existing Pylon tag.

Delete Tag

Permanently deletes a tag from Pylon.

Tasks 4 actions

Get Task

Retrieves a single task from Pylon using its task ID.

Create Task

Creates a new task in Pylon with optional metadata like assignee, project, milestone, and due date.

Update Task

Updates an existing task in Pylon. Only provided fields will be modified.

Delete Task

Permanently deletes a task from Pylon.

Projects & Milestones 6 actions

Create Project

Creates a new project associated with an account.

Update Project

Updates an existing project in Pylon.

Delete Project

Permanently deletes a project from Pylon.

Create Milestone

Creates a new milestone within a project.

Update Milestone

Updates an existing milestone.

Delete Milestone

Permanently deletes a milestone.

Teams 4 actions

Get Team

Returns a single team by its ID.

Create Team

Creates a new team with a name and optional members.

Update Team

Updates a team name or membership.

Create Account Highlight

Creates a highlight on a Pylon account to display important account information.

Note: Teams are managed separately from account highlights; highlights are displayed on accounts. If you prefer, keep highlight actions under “Account Highlights” above.

Popular automations

Create a Pylon account when a customer is created in your CRM

Keep support aligned with sales/CS by automatically creating the account in Pylon with domains, owner, and tags from your CRM.

CRM: New Account (trigger) → Create Account → Create Account Highlight

Open a Pylon issue from an inbound form or bug report

Turn new bug reports into trackable Pylon issues, ensuring the requester is linked to the correct account/contact.

Forms: New Submission (trigger) → Search Contacts → Create Issue

Sync customer metadata changes into Pylon

When an account owner, tags, or external IDs change in your system of record, update the corresponding Pylon account.

Data source: Account Updated (trigger) → Update Account

Publish knowledge base articles from your documentation pipeline

Automatically create or update KB articles in Pylon when content is approved in your documentation process.

Docs: Article Approved (trigger) → Create Article → Create KB Route Redirect

FAQ

How does authentication work for the Pylon connector?

Pylon uses API Token authentication in this integration. Create or obtain a token from your Pylon workspace, then paste it into Konnectify when you create a Pylon connection.

Which Pylon plans are supported?

Any plan that provides API access can be connected. If an action fails with authorization errors, confirm your workspace plan supports the endpoint and that the token has adequate permissions.

How do triggers work for Pylon in Konnectify?

This connector currently has 0 triggers. Use a trigger from another app (webhook, CRM event, database change, etc.) and then call Pylon actions to create/update/search records.

How do I prevent duplicates (accounts, contacts, issues)?

There isn’t a dedicated “Upsert” action in this connector. Use the pattern Search → Create (or Get → Update):

Accounts: Search Accounts by domain/external ID, then Create Account if not found, otherwise Update Account.
Contacts: Search Contacts by email, then Create Contact or Update Contact.
Issues: design an external reference field (where available) and use Search Issues before creating.

How does Konnectify handle Pylon API rate limits?

If Pylon returns throttling responses, your workflow run may slow down or retry depending on your Konnectify settings. To reduce throttling:

Prefer cursor-enabled search actions for large datasets (e.g., Search Accounts, Search Issues).
Filter aggressively (date ranges, state, tags) rather than pulling everything.
Avoid “fan-out” patterns without batching/limits.

Can I connect multiple Pylon workspaces to Konnectify?

Yes. Create one Konnectify connection per Pylon workspace (each with its own API token). Then select the desired connection in each workflow step.

What’s the safest way to manage issue conversations (replies, notes, redactions)?

Use Reply to Issue for customer-facing updates and Create Issue Note (or Create Issue Thread) for internal collaboration. Be cautious with Redact Issue Message and Delete Issue Message—both are permanent, and redaction cannot be undone. Consider adding a manual approval step in your workflow before executing destructive actions.

Ready to automate your Pylon workflows?

Connect Pylon to Konnectify to streamline B2B support operations across accounts, issues, and customer communication.

Get started free →