LiveAgent
The LiveAgent modules allow you to list, retrieve, create, add, remove, and delete the customers, conversations, and groups from your LiveAgent account.
Getting Started with LiveAgent
Prerequisites
A LiveAgent account - create an account at liveagent.com.
Note
The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!
To connect your LiveAgent account to Make you need to obtain the API Key and Domain URL from your LiveAgent account and insert it in the Create a connection dialog in the Make module.
1. Log in to your LiveAgent account.
2. Click Settings.
2. Click System>API>Settings for API V1.
3. Copy the API Key and Your API URL to your clipboard.
4. Log in to your Make account, add a module from the LiveAgent app into an Make scenario.
5. Click Add next to the Connection field.
6. In the Connection name field, enter a name for the connection.
7. In the API Key and Domain URL field, enter the details copied in step 3 and click Continue.
The connection has been established.
Watch Customers
Triggers when a new customer has been created.
Connection | |
Limit | Set the maximum number of results Make should return during one execution cycle. The default value is 10. |
List Customers
Responds with a list of available customers.
Connection | |
Select or map the email address to list the customer that matches the specified email address. | |
Phone | Enter (map) the phone number to list the customers that match the specified number. |
Enter (map) the Facebook User ID to list the customers that match the specified ID. | |
Enter (map) the Twitter ID to list the customers that match the specified ID. | |
First Name | Enter (map) the first name of the customers to list the customers that match the specified name. |
Last Name | Enter (map) the last name of the customers to list the customers that match the specified name. |
Company ID | Enter (map) the Company ID to list the customers that match the specified ID. |
Date Created From | Enter (map) a date to list the customers that are created on or after the specified time. See the list of supported date and time formats. |
Date Created To | Enter (map) a date to list the customers that are created on or before the specified time. See the list of supported date and time formats. |
Limit | Set the maximum number of results Make should return during one execution cycle. The default value is 10. |
Get a Customer
Retrieves info about customers.
Connection | |
Contact ID | Select or map the Contact ID whose details you want to retrieve. |
Create a Customer
Creates a new customer.
Connection | |||||
Enter (map) the email address of the customer. | |||||
Phone | Enter (map) the phone number of the customer. | ||||
Name | Enter (map) the customer's name in the first name last name format. | ||||
Gender | Select or map the gender of the customer:
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Role | Select the role of the customer:
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Password | Enter (map) the password for the customer. NoteSet password for registered visitor only. If empty, a standard email notification is sent to the visitor with a request to set his password. | ||||
Unique Fields | Enter (map) the additional unique field values:
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Custom Fields | Enter (map) the custom field values:
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Customer Note | Enter (map) additional information about the customer. | ||||
Send Registration Email | Select whether you want to send the registration email to the customer. |
Add a Customer to a Group
Adds a customer to the specific group.
Connection | |
Customer ID | Select or map the Customer ID you want to add to the group. |
Group Name | Select or map the group name to which you want to add the customer. |
Remove a Customer from a Group
Removes a customer from a specific group.
Connection | |
Customer ID | Select or map the Customer ID you want to remove from the group. |
Group Name | Select or map the group name from which you want to remove the customer. |
List Conversations
Responds with conversations.
Connection | |
Department ID | Select or map the Department ID whose conversations you want to list. |
Owner ID | Enter (map) the Owner ID to list the conversations that match the specified ID. This could be the Email ID of the customer. |
Agent | Enter (map) the agent identifier to list the conversations that match the specified identifier. This could be the USer ID or Email ID. |
Status | Enter (map) the status to list the conversations that match the specified status. It can contain one specific status or multiple statuses separated by a comma. |
Date From | Enter (map) a date to list the conversations that were created on or after the specified date. See the list of supported date and time formats. |
Date To | Enter (map) a date to list the conversations that were created on or before the specified date. See the list of supported date and time formats. |
Date Changed | Enter (map) a date to list the conversation that was changed on the specified date. See the list of supported date and time formats. |
Subject | Enter (map) the subject of the conversation you want to list. |
Channel Type | Enter (map) the channel type to list the conversations. It can contain one specific channel type or multiple channel types separated by a comma. |
Limit | Set the maximum number of results Make should return during one execution cycle. The default value is 10. |
Get a Conversation
Responds with a certain conversation.
Connection | |
Conversation ID | Select or map the Conversation ID whose details you want to retrieve. |
Create a Conversation
Creates a new conversation.
Connection | |||||
Message | Enter (map) the message text of the conversation. | ||||
Department ID | Select or map the Department ID to which the conversation is associated. | ||||
User Identifier | Enter (map) the user identifier to create a new conversation. This can be the User ID or Email of an existing agent or the Email of an existing visitor. | ||||
Message Subject | Enter (map) the subject of the message. | ||||
Recipient | Select or map the recipient's email address. If the User Identifier is a visitor, the recipient must be a LiveAgent mail account. If the User Identifier is an agent, the recipient must be a visitor. | ||||
Recipient Name | Enter (map) the recipient name in Firstname Lastname format. | ||||
CC | Enter (map) the recipient's email addresses you want to add in the CC field of the email. | ||||
Status | Select the status of the conversation:
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Mail Message ID | Enter (map) the Mail Message ID of the conversation. If specified, all reply emails which will have given mail message-id in the in-reply-to header will be assigned to this conversation. | ||||
Do Not Send Mail | Select whether to send an email to the customer. | ||||
Use Template | Select whether to use the department mail template and add a message into the mail template text. | ||||
Is HTML Message | Select whether to format this message in HTML format. | ||||
Custom Fields | Enter (map) the custom field values:
NoteThese values should be predefined from the admin panel. | ||||
Attachments |
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Delete a Conversation
Deletes a conversation.
Connection | |
Conversation ID | Select or map the Conversation ID you want to delete. |
Note | Enter (map) the additional information for deleting the conversation. |
User ID | Select or map the User ID whose conversations you want to delete. |
List Groups
Gets all groups.
Connection | |
Limit | Set the maximum number of results Make should return during one execution cycle. The default value is 10. |
Get a Group
Responds with a group.
Connection | |
Group ID | Select or map the Group ID whose details you want to retrieve. |
Create a Group
Creates a new customer group.
Connection | |
Name | Enter (map) a name for the customer's group. |
Color | Enter (map) the color for the group name. |
Background Color | Enter (map) the background color for the group. |
Update a Group
Updates a certain group.
Connection | |
Group ID | Select or map the Group ID whose details you want to update. |
Name | Enter (map) a new name for the customer's group. |
Color | Enter (map) the color for the group name. |
Background Color | Enter (map) the background color for the group. |
Delete a Group
Deletes a customer group.
Connection | |
Group ID | Select or map the Group ID you want to delete. |
Make an API Call
Performs an arbitrary authorized API Call.
Connection | |
URL | Enter a path relative to NoteFor the list of available endpoints, refer to the LiveAgent API Documentation. |
Method | Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
Example of Use - List Customers
The following API call returns all the customers from your LiveAgent account:
URL: /customers
Method: GET
Matches of the search can be found in the module's Output under Bundle > Body > response > customers. In our example, 5 customers were returned:
