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How to integrate Kustomer with Okendo

Send every new Okendo review to a Kustomer workflow, so your support team sees review data alongside customer conversations.

Written by Simon Mainwaring

Give your support team the full picture of every customer. Connect Okendo to Kustomer, and each new review, with its rating, photos and any reward, flows into a Kustomer workflow alongside that customer's conversations. Your team can follow up on an unhappy review or thank a happy customer without switching tools. You'll set up the workflow in Kustomer first, then connect it in Okendo.

✅ Before you begin

  • The Kustomer integration is available on the Power plan and above.

  • You'll need access to create workflows and API keys in Kustomer.

In this article, you will learn about;


Set up your Kustomer workflow

For full instructions, see the Kustomer Help Center.

Import data workflow in Kustomer

In summary:

  1. Set up a workflow that processes the review data Okendo sends. Okendo sends this data each time a customer leaves a review, from either a review request email link or the Write A Review button on your product page.

  2. Create a Kustomer API key with org.hook permission in Settings > Security > API Keys.

  3. Create a new hook in your workflow. Make sure it's a Webhook and uses the Kustomer API key from step 2.

  4. Note the Kustomer API key and the hook address (the API URL). You'll need both in Okendo.


Connect Okendo to Kustomer

Kustomer settings in Okendo

  1. Open the Kustomer section, enable the integration, and paste your API key and API URL into their fields.

  2. Click Save.


Use Okendo data in your workflow

The first node of the workflow (the trigger) has an Example Webhook Data field, where you paste an example payload. You can use the example at the end of this article, but it won't include fields specific to your store, such as custom attributes. To generate your own, turn on Debug Mode, then follow step 1 of Create a Custom Object from an External Trigger in the Kustomer help docs.

Once the data is in the Example Webhook Data field, you can reference it in the rest of the workflow, from the dropdown or by typing. For example, if the second step is a Customer Find By Email action, fill the Email (string) field from the dropdown or by typing /#steps.1.attributes.data.reviewerEmail.

Referencing Okendo data in a Kustomer workflow

Example payload

Here's an example of the webhook data Okendo sends:

💡 Custom attributes you set for your product reviews in Okendo appear in the payload under attributes.data.attributes.

{
"id": "xxxxxxxxxxxxxxxxxxxxxxxx",
"type": "transaction",
"attributes": {
"createdAt": "2020-03-15T04:19:13.830Z",
"data": {
"reviewerEmail": "reviewer.mcgee@gmail.com",
"orderId": "#1205",
"review": {
"rating": 4,
"title": "My New Favourite Product",
"body": "I cannot believe how much I love this item.",
"isRecommended": true,
"sentiment": "positive",
"languageCode": "en",
"source": "write-review-button",
"dateCreated": "2020-04-21T07:09:25.454Z",
"reviewId": "fb3d343b-0b5d-42b5-a501-c8e486c3b0e4"
},
"reviewer": {
"displayName": "Reviewer M.",
"name": "Reviewer McGee",
"countryCode": "AU"
},
"reward": {
"type": "coupon",
"value": "OKR-DISCOUNT-CODE",
"description": "$5 off your next order"
},
"media": {
"imageUrls": ["https://okendo.io/images/4a976272.jpg"],
"videoUrls": [],
"imageCount": 1,
"videoCount": 0
},
"attributes": [{
"title": "Desired product uses",
"value": [
"Fixing the car",
"Making pancakes"
]
},
{
"title": "Size Purchased",
"value": 4
}
],
"product": {
"productId": "1885452822491",
"productName": "Great Product",
"variantId": "17387480307827",
"variantName": "Variant Title",
"sku": "888888"
}
}
},
"relationships": {
"org": {
"data": {
"type": "org",
"id": "xxxxxxxxxxxxxxxxxxxxxxxx"
},
"links": {
"self": "/v1/org/xxxxxxxxxxxxxxxxxxxxxxxx"
}
},
"hook": {
"data": {
"type": "web_hook",
"id": "xxxxxxxxxxxxxxxxxxxxxxxx"
},
"links": {
"self": "/v1/hooks/web/xxxxxxxxxxxxxxxxxxxxxxxx"
}
}
}
}
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