

Integrate Customerly with Trigger
Send information between Customerly and Trigger automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Customerly and Trigger using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Task created
Triggers when a new task is created in the selected project

Project created
Triggers when a new project is created

Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks

Create or update user
Creates or updates a user

Send message
Sends a message to the specified email address

Create or update lead
Creates or updates a lead

Fetch lead
Fetches the details of an existing lead by email address

Fetch user
Fetches the details of an existing user by email address

Create task
Creates a new task in the selected project

Create company
Creates a new company

Create project
Creates a new project
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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What is Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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