Customerly

With the Customerly modules in Make, you can:

  • list, retrieve, create, update and delete the users

  • list, retrieve, create, update and delete the leads

  • list, add, untag and delete the tags

To get started with Customerly, create an account at customerly.io.

Connect Customerly with Make

To connect the Customerly app with the Make:

  1. Log in to your Customerly account.

  2. Click Profile > Settings > Installation > Public API.

    Customerly_2.gif
  3. Copy the API Token to a safe place.

    Customerly_3.png
  4. Log in to your Make and add a module from the Customerly into a Make scenario.

  5. Click Add next to the Connection field.

    Customerly_1.gif
  6. In the Connection name field, enter a name for the connection.

  7. In the API Token field, enter the details copied in step 3 and click Save.

You have successfully connected the Customerly app with Make and can now build scenarios.

Users

You can list, retrieve, create, update, and delete users using the following modules.

Gets all users.

Connection

Establish a connection to your Customerly account.

Limit

Set the maximum number of users Make will return during one execution cycle. The default value is 10.

Sort by

Enter (map) a field to sort the users. For example, name.

Sort Direction

Select or map the order to sort the users:

  • Ascending

  • Descending

Gets a user.

Connection

Establish a connection to your Customerly account.

Get User by

Select or map a method to retrieve the user details:

  • Email

  • User ID

User Email

Select or map the user's email address whose details you want to retrieve.

User ID

Select or map a User ID whose details you want to retrieve.

Creates or updates a user.

Connection

Establish a connection to your Customerly account.

Email

Select or map an email address to create or update the user details.

Note

If a non-existent email is entered, it will create a new user, if an existing email is entered, it will update the user.

User ID

Enter (map) the User ID for the user.

Name

Enter (map) the user's name.

Tags

Enter (map) the user's tags. For example, purchased.

Attributes

Enter (map) attributes key-value pair to save custom data of a particular user. For example, user's company name.

Deletes a user.

Connection

Establish a connection to your Customerly account.

Get User by

Select a method to retrieve the user you want to delete:

  • Email

  • User ID

User Email

Select or map the user's email address you want to delete.

User ID

Select or map a User ID you want to delete.

Leads

You can list, retrieve, create, update and delete leads using the following modules.

Gets all leads

Connection

Establish a connection to your Customerly account.

Limit

Set the maximum number of leads Make will return during one execution cycle. The default value is 10.

Sort by

Enter (map) a field to sort. For example, name.

Sort Direction

Select or map the order to sort the leads:

  • Ascending

  • Descending

Gets a lead.

Connection

Establish a connection to your Customerly account.

Lead Email

Select or map the lead's email address whose details you want to retrieve.

Creates or updates a lead.

Connection

Establish a connection to your Customerly account.

Email

Select or map the email address to create or update a lead. If the email does not exist, a new user is created. If the email exists, the user details are updated.

User ID

Enter (map) the User ID of the lead.

Name

Enter (map) the lead's name.

Tags

Enter (map) the lead's tags. For example, purchased.

Attributes

Enter (map) attributes key-value pair to save custom data of a particular user. For example, lead's company name.

Deletes a lead.

Connection

Establish a connection to your Customerly account.

Lead Email

Select or map a lead's email address you want to delete.

Tags

You can list, add, untag and delete the tags using the following modules.

Gets all tags.

Connection

Establish a connection to your Customerly account.

Limit

Set the maximum number of tags Make will return during one execution cycle. The default value is 10.

Adds or deletes a user or lead tag.

Connection

Establish a connection to your Customerly account.

Tag

Select or map the tag that you want to add or remove from the lead. If the tag does not exist, then the module creates a new tag.

Tag for

Select or map the option to which you want to add or remove the tag:

  • User

  • Lead

Get User by

Select or map the option to choose the user by:

  • Email

  • User ID

User Email

Select or map the Email address of the user to tag or untag.

User ID

Select or map the User ID to add the tag or untag.

Lead Email

Select or map the email address of the lead to add the tag or untag.

Untag

Select whether to untag the tag.

Deletes a tag.

Connection

Establish a connection to your Customerly account.

Tag

Select or map a tag you want to delete.

Triggers

You can add triggers using the following module.

Triggers when the entity to which you attached the webhook is executed.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Customerly account.

To set up the webhooks, see Setting Up Customerly Webhooks.

Other

You can call APIs using the following module.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Customerly account.

URL

Enter a path relative to https://api.customerly.io. For example, /v1/users/list.

Note

For the list of available endpoints, refer to the Customerly API documentation.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Leads

The following API call returns the leads from your Customerly account:

URL:

/leads/list

Method:

GET

Customerly_4.png

Matches of the search can be found in the module's Output under Bundles > Body > data > leads.

In our example, 10 leads were returned:

Customerly_5.png

Setting Up Customerly Webhooks

To set up Customerly webhooks:

  1. Open the Universal Triggers module, enter a name for the webhook, establish a connection, click Save, and copy the URL address to your clipboard.

    Customerly_6.gif
  2. Log in to your Customerly account, click Profile > Settings > Installation > Webhooks.

  3. Click Add Webhook to create a new webhook.

    Customerly_7.png
  4. In the Webhook URL field, enter the URL address copied in step 1, select the notification to watch, and click Save.

    Customerly_8.png

The webhook is successfully added and will receive alerts when the specified events occurs.