Integrating ChargeDesk with Customerly by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between ChargeDesk and Customerly
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ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
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 CustomerlyIt's easy to connect ChargeDesk + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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Charge CreatedTriggers when a charge is created or imported.
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Charge Failed
Triggers when a charge fails.
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Charge Updated
Triggers when a charge is updated.
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Customer Created
Triggers when a new customer is created.
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Customer Updated
Triggers when a customer is updated.
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New LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
- Actions
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How ChargeDesk & Customerly Integrations Work
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Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Automate.
(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 ChargeDesk to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.