Put Customerly to work with AI and enterprise-grade automation
Automate smarter with Customerly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Facebook Lead Ads (for Business admins)
Ads & Conversion
IPQualityScore
Security & Identity Tools
GoTo Webinar
Webinars
Stripe (Legacy)
Payment Processing
Google Calendar
Calendar, Google
Microsoft Excel
Microsoft, Spreadsheets
YouTube
Google, Video & Audio
Facebook Messenger
Facebook, Social Media Marketing
Book Like A Boss
Scheduling & Booking
Facebook Lead Ads (for Business admins)
Ads & Conversion
IPQualityScore
Security & Identity Tools
GoTo Webinar
Webinars
Stripe (Legacy)
Payment Processing
Google Calendar
Calendar, Google
Microsoft Excel
Microsoft, Spreadsheets
Facebook Lead Ads (for Business admins)
Ads & Conversion
IPQualityScore
Security & Identity Tools
GoTo Webinar
Webinars
Stripe (Legacy)
Payment Processing
Google Calendar
Calendar, Google
Microsoft Excel
Microsoft, Spreadsheets
YouTube
Google, Video & Audio
Facebook Messenger
Facebook, Social Media Marketing
Book Like A Boss
Scheduling & Booking
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Add emails to custom audiences in Facebook Custom Audiences with new user tags in Customerly
PremiumDetailsAdd contacts to customer lists with emails in Google Ads when new tags are added to users in Customerly
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Converted to User
Triggers when a lead has been converted to user.
Try ItTriggerInstant - New Tag on a User
Triggers when a user is tagged.
Try ItTriggerInstant - Unsubscribe
Triggers when a user unsubscribes.
Try ItTriggerInstant - EmailRequired
- User ID
- Tag
ActionWrite
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New User
Triggers when a new user is created.
Try ItTriggerInstant - EmailRequired
- Full Name
- IP Address
- Attribute
- Tags
ActionWrite- User ID
- EmailRequired
- Full Name
- IP Address
- Attribute
- Tags
ActionWrite
For builders
Let your AI safely access Customerly
Go beyond Zap workflows. Install Zapier in your AI to call Customerly actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Customerly from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Customerly actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Customerly connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "customerly", owner: "me" });
await zapier.runAction({
app: 'customerly',
action: 'create_lead',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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