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Plaid + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and Customerly

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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 Integrations

Best ways to Integrate Plaid + Customerly

  • Plaid Gmail

    Customerly + Gmail

    Create Draft to Gmail from New Lead in Customerly Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Customerly + Gmail

    Send Email in Gmail when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    Customerly + Gmail

    Create Label to Gmail from New Lead in Customerly Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Create Label
  • Plaid Google Sheets

    Customerly + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in Customerly Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Plaid Google Sheets

    Customerly + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + Customerly in easier way

It's easy to connect Plaid + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Plaid & Customerly Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.