Integrate Customerly with Plaid
Appy Pie Connect allows you to automate multiple workflows between Customerly and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
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.
About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest ways to Integrate Customerly + Plaid
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When this happens...
New Lead
Then do this...
Create Draft
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When this happens...
New Lead
Then do this...
Send Email
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When this happens...
New Lead
Then do this...
Create Label
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Customerly + Google Sheets
Create Spreadsheet Row to Google Sheets from New Lead in Customerly Read More...When this happens...
New Lead
Then do this...
Create Spreadsheet Row
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Customerly + Google Sheets
Update Spreadsheet Row in Google Sheets when New Lead is created in Customerly Read More...When this happens...
New Lead
Then do this...
Update Spreadsheet Row
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Customerly + Plaid without coding knowledge. Start creating your own business flow.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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New ItemTriggers when a new item is created.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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Create payment recipient
Create a new payment recipient
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How Customerly & Plaid Integrations Work
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Step 1: Choose Customerly 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 Plaid 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 Customerly to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
