Pylon
Modern B2B customer support platform with issues, accounts, contacts, knowledge base, and shared Slack/Teams support.
Three ways to use Pylon
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Pylon.
Add or Remove Issue Followers
Subscribe or unsubscribe users and contacts from an issue.
Bulk Update Accounts
Update multiple accounts in a single request (1-100 accounts).
Create Account
Create a new account (company/customer record) in Pylon.
Create Contact
Create a new contact (end user) and optionally associate them with an account.
Create Custom Field
Define a new custom field on accounts, contacts, or issues.
Create Internal Note
Add an internal note (visible only to teammates) on an issue.
Supported triggers
Start a workflow when something happens in Pylon.
New Issue in Pylon
Triggers when a new issue (ticket) is created in Pylon.
Updated Issue in Pylon
Triggers when an existing issue is updated in Pylon (state, assignee, tags, custom fields, etc).
New Account in Pylon
Triggers when a new account (company/customer) is created.
New Contact in Pylon
Triggers when a new contact (end user) is created.
New User in Pylon
Triggers when a new user (teammate) is added to the org.
Get started automating Pylon
Ready-to-use workflows
Prompts using Pylon
Daily Pylon support digest in Slack and email
Every weekday at 9am, post a clean Pylon support digest to Slack and email it to CS leadership so the team starts the day on the same page.
Tell waiting customers when a Linear bug fix ships
When engineering closes a Linear issue, find every Pylon ticket waiting on the fix and send each customer a friendly heads-up that it is live.
Turn customer call transcripts into Pylon follow-ups
Every promise made on a customer call gets logged in Pylon as an issue or a note on the right account, with the meeting recording attached.
Turn failed Stripe payments into owned Pylon tickets
When a Stripe charge or invoice payment fails, open a Pylon issue assigned to the account's CSM, tag it for finance review, and post a Slack alert.
Churn risk early-warning alerts from Pylon to Slack
Watch Pylon issues for frustrated, high-value customers and ping your CSM channel in Slack with the context they need to save the account.
Automate new customer onboarding after a closed deal
When a HubSpot deal closes won, set up the Stripe customer, update your billing trackers, and walk the customer through payment to production access.
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