Integrate Customerly with Trigger

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

Build your own integrations between Customerly and Trigger

Connect Customerly and Trigger with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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