Integrating Textline with Customerly by AI Agents and Assistants
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Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
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 Textline + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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New Contact MessageTriggers when a new contact message is created.
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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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Create or update Contact
Creates a contact.
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Send Announcement
Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
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Send Message
Sends a new Message.
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Send Survey
Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search
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Update Agent Status
Updates a agent availability in textline.
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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 Textline & Customerly Integrations Work
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Step 1: Choose Textline 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 Textline to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.