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 to Make

To connect the Customerly app with the Make:

Log in to your Customerly account.
Click Profile > Settings > Installation > Public API.
Copy the API Token to a safe place.
Log in to your Make and add a module from the Customerly into a Make scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
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.

List Users

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

Get a User

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.

Create/Update a User

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.

Delete a User

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.

List Leads

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

Get a Lead

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.

Create/Update a Lead

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.

Delete a lead

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.

Triggers

You can add triggers using the following module.

Universal Triggers

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.

Make an API Call

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

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

In our example, 10 leads were returned:

Setting Up Customerly Webhooks

To set up Customerly webhooks:

Open the Universal Triggers module, enter a name for the webhook, establish a connection, click Save, and copy the URL address to your clipboard.
Log in to your Customerly account, click Profile > Settings > Installation > Webhooks.
Click Add Webhook to create a new webhook.
In the Webhook URL field, enter the URL address copied in step 1, select the notification to watch, and click Save.

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

In this section:

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.