Plaid + Customerly Integrations
Syncing Plaid with Customerly is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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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.
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.
Customerly IntegrationsIt's easy to connect Plaid + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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New ItemTriggers when a new item is created.
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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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Create payment recipientCreate a new payment recipient
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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.
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How Plaid & Customerly Integrations Work
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Step 1: Choose Plaid 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 Plaid to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.