Integrating Airtable(Outh v2) with Customerly by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Airtable(Outh v2) and Customerly

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About Airtable(Outh v2)

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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.

Integrations for Customerly
Connect Airtable(Outh v2) + Customerly in easier way

It's easy to connect Airtable(Outh v2) + Customerly without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Record

    Creates a new record with auto-populating fields

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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 Airtable(Outh v2) & Customerly Integrations Work

  1. Step 1: Choose Airtable(Outh v2) as a trigger app and authenticate it on Appy Pie Automate.

    (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 Airtable(Outh v2) to Customerly .

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:03 am
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