---
title: "TripleSeat Integration Details"
canonical: "https://resourcecenter.kenect.com/space/Integratio/41092771/TripleSeat%20Integration%20Details"
format: markdown
---
## **Contact Sync**

Hourly from TripleSeat to Kenect.

> ℹ️ *Note: Only mobile and main phone will be synced*

## **Lead Push**

Leads sent into Kenect sync into TripleSeat. The message data is under the ‘Notes’ section of the lead. Only the first message sent by the client will sync into the note, in order for all conversation history to sync you must change the lead to a contact.

![image-20240430-201732.png](media://dafa5f91-6ba2-47de-a7ae-2abbf1fce9d3)

## **Message Posting**

Messages sent via Kenect can be assigned to events in TripleSeat, this will cause the message to post under the notes section for both the ‘Event’ assigned, and within the ‘Contact’ record.

![image-20240430-201935.png](media://b4b44296-6c7b-49b9-8589-671c3ba0393b)

![image-20240430-201814.png](media://99c30300-3f2a-4ae8-a752-db7abdce42e2)

## **Automated Texting**

When an event is marked ‘closed’ in TripleSeat, there is a configurable trigger inside of Kenect. This trigger allows for a message to be sent out automatically from Kenect.

![image-20240430-202103.png](media://48a0a4c0-9539-476f-afc2-25a75051fbb5)

## **Payment Automation**

Automatically send a link to pay a TripleSeat balance via Kenect

- The text will go directly to the client and take them to your payment portal
- Message is fully customizable
- Able to choose how far in advance payment reminder is sent

![image-20240430-202157.png](media://7450302f-4d10-44cc-8a23-4db318ea9ff5)

# **FAQs**

- **Does it send a request each time you click request payment in tripleseat? Or does it have to be overdue?**
  - KENECT only sends payment reminders based on the due field, so we won’t trigger a message if they click the `Request Payment` button.
  - KENECT sends the message before the due date and based on the configurable field in the integrations page.
    
  - If the above field is blank, Kenect won’t be pulling any payments to send reminders. For the payment reminders to work, this fields needs to be configured with ‘any’ number.
- **When setting up automated payment reminders in TripleSeat, will the message include a Text-To-Pay link?**
  - Tripleseat has their own payment platform, so the link will point to Tripleseats page instead of a Kenect payment page. The link will be replaced in the placeholder `{{customerPortalLink}}` , which can be inserted when configuring the message template (see attached screenshot).If this dynamic placeholder is not in the message template, the message will not include the link.
      
- **Does a customer need to be a Kenect contact before they can receive an automated message?**
  - Not necessarily. If the contact does not exist, Kenect will create it, as long as the contact has the required information in partner, first name, last name, and phone number.
- **What needs to happen on the tripleseat side for automation to work? Do they send a payment request or create an invoice, etc? what button or action do they need to do in tripleseat for the Kenect automation to be triggered?**
  - The trigger is based off Event Payments created on TripleSeat. Messages are fired for payments due in the next days (configurable by a field in the setup screen).
      
  - In addition to that, the contact also needs to have an email address set on TripleSeat. Otherwise, the customer portal link (used to make the payment on TripleSeat) is not generated, and we’ll not trigger a message. Every time they hit the `Request Payment` button, the due date gets updated to today. In other words, this also makes the payment eligible for our automation.