Customerly

customerly is a customer messaging platform offering live chat, email marketing, surveys, and help center tools integrating customerly with make com allows users to automate customer support, synchronize contacts, and trigger campaigns based on user actions 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 //docs customerly io/contact us directly requirements to use the customerly app in make, you must have an active customerly account and an api access token, https //www customerly io/ for subscription, refer to the https //www customerly io/ connect customerly and to get started, you must first create a connection between customerly and , 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 , you should first obtain your api token in your customerly account to obtain your api token navigate to project settings by clicking the settings icon in the bottom left sidebar click installation in the project settings menu select the public api section under installation copy the api token displayed in the your access token for customerly field you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, https //docs customerly io/en/api/how to obtain your api access token in customerly create the connection in https //www make com/en/register , add the customerly module to your , 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 add a tag / untag adds a tag to or removes a tag from a user or lead in your system 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 removes a specific lead from your database or system delete a tag removes a specified tag from your account delete a user 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 available leads from your account list tags retrieves a list of all available tags from your account list users retrieves a list of all users in 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 have linked the webhook to is activated or performs an action templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created 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