We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
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 Integrations
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.