LiveAgent Zapier integrationAutomate LiveAgent with Zapier.
LiveAgent Zapier integration: 2 triggers that spot new customers, 4 actions that add customers, open conversations and sort people into groups, and 0 search steps. Here is what each one does, what it costs on your plan, and where it breaks.
Verified Trustpilot reviews · AI, automation & growth agency
What the LiveAgent Zapier integration does for your helpdesk
The LiveAgent Zapier integration links your LiveAgent helpdesk to the rest of your tools through Zapier, a service that runs automations without code. It notices when a customer appears in LiveAgent, and it can add customers, move them between groups or open a conversation for you, from steps you set up once.
Three results come up again and again. A customer list nobody retypes: Add New Customer creates the contact from an email address that arrived somewhere else. Groups that stay current: Add Customer to Group and Remove Customer From Group move a customer in or out of a named group when their situation changes. A conversation that starts without anyone opening the helpdesk: Create Conversation writes a subject and a message into the department you pick.
What Zapier does not do here matters just as much. Both triggers watch for new customers only, so nothing fires on a new conversation or a new message. There is no search step either: a Zap cannot look up an existing LiveAgent customer before it acts. And neither trigger is instant. Zapier checks on a timer, so a new customer reaches your Zap at the next check, not the moment it is added.
Comparing tools before you build? See our LiveAgent Make integration page and our Make vs Zapier comparison.
Zapier vocabulary in one minute
Eight words you will meet in the editor, in plain English, so the rest of the page reads without a manual.
- Zap
- The automation you build in Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event that starts a Zap. Here, a new customer showing up in LiveAgent; once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once it has started: the step that writes or sends something for you, like opening a LiveAgent conversation.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts exactly those.
- Polling vs instant
- Polling: Zapier asks the app for new items on a timer. Instant: the app calls Zapier as it happens. Both LiveAgent triggers poll.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already stored in an app so later steps can use it. LiveAgent offers none on Zapier.
- Connection
- Your LiveAgent account linked to Zapier once, then reused by every step of every Zap that touches LiveAgent.
What LiveAgent on Zapier really costs
The trigger never costs a task, and neither does Zapier checking LiveAgent for new customers, however often it looks. Only a completed action is billed. An action that fails is not counted.
- Premium appNo, works on Free
- Free plan100 tasks a month, 2-step Zaps
- Trigger checks0 tasks
- BilledEach successful action
LiveAgent is not a premium app, so it works on the free plan: 100 tasks a month and unlimited Zaps, but two steps per Zap. Add a second action, a filter or a search and you get a multi-step Zap (anything beyond one trigger and one action), which needs a paid plan. A Zap running Add Customer to Group then Create Conversation costs two tasks per customer. The grid shows how often Zapier checks for new customers on each plan.
Connect LiveAgent to Zapier in 3 steps
- 01
Open your connections
In your Zapier account, open the Apps page and click + Add connection. Before you start, have a LiveAgent account at hand, plus read or write access on anything you do not own and want the Zap to touch.
- 02
Pick LiveAgent
Type LiveAgent in the search box of the dialog, select it, then click Add connection. A new tab opens on the LiveAgent side, where you sign in with your usual account.
- 03
Sign in and grant access
Sign in to LiveAgent in that tab and grant Zapier access to the account. From there, every LiveAgent step you add to a Zap can reuse this connection without asking again.
Your first Zap: file new customers into a group
GoalEvery new LiveAgent customer who meets your condition lands in the right group, with nobody sorting by hand.
- 01
Create the Zap
Start a new Zap in Zapier. You build it in order: the app and event that start it, then the step that follows, then the fields you map between them.
- 02
Set the trigger
Choose LiveAgent, then New Customer (Experimental) as the event, and select your connection. It is the one whose description carries the note
uses API v3. - 03
Test on a real customer
Test the trigger. Zapier brings back the three most recent customers of the connected account, so you map from a real record instead of guessing.
- 04
Add the filter
Click the plus icon and add a Filter. Fill the three boxes: the field to look at, the rule, and the value to compare with. Use a text rule on text, or it never passes. This filter makes the Zap multi-step, so it needs a paid plan.
- 05
Add the action
Add LiveAgent with Add Customer to Group. Map the customer email into Email Address, type the group name into Name of Group, then test and read what came back.
- 06
Publish
Click Publish to switch the Zap on. It handles customers added from now on; the ones already in LiveAgent stay where they are.
LiveAgent triggers on Zapier
2 events start a Zap when something happens in LiveAgent. Zapier checks for them at the interval your plan allows.
New Customer (Experimental)
Polling triggerIn Zapier“Triggers when a new customer is added to system. (uses API v3).”
Starts your Zap each time a new customer is added to LiveAgent, and its description carries the note uses API v3. The new customer's details are then available to every step after it.
New Customer
Polling triggerIn Zapier“Triggers when a new customer is added to system.”
A second way to catch the same event, a customer added to LiveAgent. Unlike its Experimental sibling, its description carries no version note at all.
LiveAgent actions on Zapier
LiveAgent gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Customer to Group
ActionIn Zapier“Add customer to group.”
Puts a customer into a named LiveAgent group, found by email address.
Create Conversation
ActionIn Zapier“Creates new conversation.”
Opens a fresh conversation in LiveAgent, with a subject and a message body, in the department you choose and addressed to a recipient email.
Add New Customer
ActionIn Zapier“Adds new contact/customer to system.”
Creates a contact in LiveAgent from one required field, the customer's email.
Remove Customer From Group
ActionIn Zapier“Removes customer from particular group.”
Takes a customer out of a particular group, matched on the email address and the group name, both required.
When the LiveAgent integration breaks
Zapier attaches no help article to LiveAgent, and no rate limit specific to the app is published. What breaks is general Zapier behavior, and it hits this app like any other.
Four cases cover most surprises. If one of them stops a Zap and the cause is not obvious, see Zapier troubleshooting.
Nothing from before the Zap
A Zap only reacts to customers added after you publish it. Customers already in LiveAgent are not picked up, and moving that backlog is a separate job.A Zap that feeds itself
Add New Customer writing into the account that New Customer watches can restart the Zap again and again, and burns through your task count fast.Flood protection on big batches
After a bulk import or a migration into LiveAgent, the trigger may return a huge batch at once, and Zapier's flood protection can hold it back.No double starts
On a polling trigger, Zapier keeps track of the customers it has already seen, so the same customer does not start the Zap twice.
Need help automating LiveAgent with Zapier?
A person reads every message.
