Integrating Customerly with Filter By Automate by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Customerly and Filter By Automate
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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.
About Filter By Automate
Filter By Automate is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
Integrations for Filter By AutomateIt's easy to connect Customerly + Filter By Automate without coding knowledge. Start creating your own business flow.
- Triggers
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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.
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Only continue if...Set up rules to specify when this Connect can continue running
How Customerly & Filter By Automate Integrations Work
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Step 1: Choose Customerly 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 Filter By Automate 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 Customerly to Filter By Automate.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.