Integrate ChargeDesk with Customerly
Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Customerly
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ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
About Customerly
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Want to explore ChargeDesk + Customerly quick connects for faster integration? Here’s our list of the best ChargeDesk + Customerly quick connects.
Explore quick connectsIt's easy to connect ChargeDesk + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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Charge CreatedTriggers when a charge is created or imported.
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Charge FailedTriggers when a charge fails.
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Charge UpdatedTriggers when a charge is updated.
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Customer CreatedTriggers when a new customer is created.
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Customer UpdatedTriggers when a customer is updated.
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New LeadTriggers when a new lead is created.
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New UserTriggers when a new user is created.
- Actions
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Add User TagAttach a tag to an existing user or lead.
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Create or Update LeadCreates or updates a lead.
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Create or Update UserCreates or updates a new user.
How ChargeDesk & Customerly Integrations Work
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Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ChargeDesk to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.