Customerly

with customerly modules in make, you can automate live chat responses, manage support tickets, trigger outbound campaigns, and update your knowledge base, streamlining customer support and marketing workflows directly from your customerly account this is ai generated content based on official customerly documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www customerly io/ directly requirements to use the customerly app in make, you must have an active customerly account and an api key, https //www customerly io/ for subscription, refer to the https //www customerly io/ connect customerly and {{product name}} to get started, you must first create a connection between customerly and {{product name}} , allowing the two services to communicate obtain your api token in your customerly account create the connection in make obtain your api token in your customerly account before you create the connection in {{product name}} , you should first obtain your api token in your customerly account to obtain your api token click the settings icon on the bottom left sidebar click installation in the project settings menu click the public api section under the installation tab copy the api token displayed in the your access token for customerly field you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs customerly io/en/articles/15223 how to obtain your api access token in customerly create the connection in {{product name}} https //www make com/en/register , add the customerly module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your customerly account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page customerly modules after connecting to the customerly app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a tag / untag adds a tag to or removes a tag from a specified user or lead create / update a lead creates a new lead or updates the details of an existing lead in your system create / update a user creates a new user or updates the details of an existing user account delete a lead permanently removes a specified lead from your database delete a tag deletes a specified tag from your account delete a user permanently removes a specified user account from the system get a lead retrieves detailed information about a specific lead get a user retrieves detailed information about a specific user list leads retrieves a list of all leads from your account list tags retrieves a list of all available tags from your account list users retrieves a list of all users from your account make an api call executes a custom api request to the connected service using your authorized credentials universal trigger triggers when the specific entity you connected the webhook to performs its designated action or operation templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} customerly resources you can have access to more resources related to this app on the following links https //community make com/search?q=customerly https //www customerly io/ https //customerly docs apiary io/# https //www make com/en/integrations/customerly