Integrate Customerly with Firmao
Send information between Customerly and Firmao automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customerly and Firmao using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Create or update lead
Creates or updates a lead
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
Create project
Creates a new project
Fetch company
Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.
Create task
Creates a new task
Fetch product
Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.
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.
Similar apps
What is Firmao?
Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.
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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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