

Integrate Customerly with Dashly
Send information between Customerly and Dashly automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Customerly and Dashly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Conversation created
Triggers when a new conversation is created

Active user created
Triggers when a new active user is created

Lead created
Triggers when a new lead is created

Event occurred
Triggers when a specific event occurs
All Actions - Actions are the automated tasks

Create or update user
Creates or updates a user

Send message
Sends a message to the specified email address

Create or update lead
Creates or updates a lead

Fetch lead
Fetches the details of an existing lead by email address

Fetch user
Fetches the details of an existing user by email address

Send message
Sends a new message
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.
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What is Dashly?
Dashly is a marketing platform that allows you to capture leads, onboard new users, and launch message chains.
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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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