Connect Custify with your favorite apps to automate your work
Make is a visual platform that lets you design, build, and automate anything – from simple tasks to complex workflows – in minutes. You can send information between Custify and thousands of apps. It’s fast and easy to use, visually intuitive, and requires zero coding expertise.
With Make you can do the following:
Design workflows with as many steps as you need
Integrate an infinite number of apps in a single workflow
Build complex workflows which includes advanced features like iterators, aggregators, conditional logic, filtering, error handling, execution history log, and more.
What Can I do with Custify and Make?
You can connect Custify with more than 1000 apps in Make’s marketplace, such as Calendly, Dropbox, Monday and many more. Here are some workflows to get you started:
- For easy marketing communication, create a Contact in Customer.io once the people record is created in Custify;
- Update a Linkedin audience when you create a people record in Custify so you can keep the communication going on various platforms;
- When a people record is created in Custify, send a Dropbox link with knowledgebase materials and best practices;
- Send an invitation to an onboarding webinar in EverWebinar when a people record is created in Custify
- Open an onboarding project on Monday after a company record is created in Custify
What actions are available in the Custify Make App?
People
People are the individual users within your application. They usually have a name and attributes like “email address,” “phone,” etc. People can do the following actions:
Watch people – this actions is triggered when a people record is created
Add a people – this action adds a new people record
Update a people – this action updates an existing people record
Get a people – this action retrieves an existing people record
Search people – this action searches for people or lists them all
Delete a people – this action deletes an existing people record
Add a tag to the people – this action adds a tag to the existing people record
Remove a tag from the people – this action removes a tag from the existing people record
Company
Companies represent commercial entities using your product, and they bundle people together within one organization. Companies typically have names like “ACME Ltd” or “Big Cooperation ABC,” and have attributes like “plan,” “monthly revenue,” “website” etc. You can create and update companies and add custom attributes describing them.
The following actions can be executed at a company level:
Watch companies – triggers when a new company is created
Create a company – this action creates a new company
Update a company – updates an existing company
Get a company – retrieves an existing company
Search companies – searches for companies or lists them all
List company people – retrieves all company’s people
Delete a company – delete an existing companyTask Management
From this section you can easily perform the following actions:
Create a task – creates a new tasks
Update a task – updates an existing task
Get a task – retrieves an existing task
Search tasks – searches for task or lists them all
Get available filter values – retrieves available filter values
Events
From this section you can track a new event.
How Do I Activate This Integration?
1. Sign up for Make to get started.
2. Create a new scenario by connecting app modules and selecting triggers and actions.
3. Give your scenario a quick test run.
4. If you’re happy with it, set it to run on a schedule.
