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 800+ 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
New company
Triggers when a new company is created
New project
Triggers when a new project is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Send message
Sends a message to the specified email address
Create or update lead
Creates or updates a lead
Create or update user
Creates or updates a user
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
Create a new task in the selected project
Create project
Creates a new project
Create company
Creates a new company
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.
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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
