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.
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 IntegrationsCustomerly + Google Sheets
Create Spreadsheet Row to Google Sheets from New Lead in Customerly Read More...Customerly + Google Sheets
Update Spreadsheet Row in Google Sheets when New Lead is created in Customerly Read More...It's easy to connect Plaid + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new payment recipient
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)