Custify and Salesflare

Customer Appreciation custify.com ↗

How to connect Custify

Via Zapier — 20 operations available. Set it up ↗
Via Make — 63 modules available. Set it up ↗

What you can automate

When new Account in Salesflare, create Company in Custify.
When new Task in Salesflare, create Task in Custify.

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Custify operations on Zapier

Triggers (6)

Start a workflow when this happens

Company Enters Segment — Triggers when a company enters the defined segment.
Company Leaves Segment — Triggers when company leaves the defined segment.
Person Enters Segment — Triggers when a person enters the defined segment.
Person Leaves Segment — Triggers when a person leaves the defined segment.
Person Playbook Step — Triggers when a person enters the selected playbook step.

Show 1 more triggers

Playbook Step — Triggers when a company enters the selected playbook step.

Actions (12)

Things Salesflare can make it do

Create Company — Create a company
Create Note — Create a note
Create Person — Create a person entity
Create Task — Creates a new task.
Find or Create Company — Finds a company by searching by company name or ID.

Show 7 more actions

Find or Create People — Finds a person by searching for email.
Link Person to Company — Link a person to a company.
Send CSAT — Send a new CSAT score for an existing person matched on user_id or email
Send Event — Send a new event for an existing person and/or, matched on user_id or email for people and company_id for companies.
Send NPS — Send a new NPS for an existing person matched on user_id or email
Update Company — Update a company based on company ID
Update Person — Update a person based on email.

Searches (2)

Look up existing records

Find Company — Finds a company by searching by company name or ID.
Find Person — Finds a person by searching for email.

Custify operations on Make

Triggers (8)

Start a workflow when this happens

Watch Comments — Triggers when a new comment is created.
Watch Companies — Triggers when a new company is created.
Watch Deals — Triggers when a new deal is created.
Watch Invoices — Triggers when a new invoice is created.
Watch Notes — Triggers when a new note is created.

Show 3 more triggers

Watch People — Triggers when a new people record is created.
Watch Subscriptions — Triggers when a new subscription is created.
Watch Tags — Triggers when a new tag is created.

Actions (44)

Things Salesflare can make it do

Add People — Adds a new people record.
Add a Reply to the Ticket — Adds a new reply to the existing ticket.
Add a Tag to the Entity — Adds a new tag to the entity.
Add a Tag to the People — Adds a tag to the existing people record.
Add or Update a Custom Data Object — Adds or updates a custom data object.

Show 39 more actions

Create a Comment — Creates a new comment.
Create a Company — Creates a new company.
Create a Deal — Creates a new deal.
Create a Note — Creates a new note.
Create a Subscription — Creates a new subscription.
Create a Tag — Creates a new tag.
Create a Task — Creates a new task.
Create a Ticket — Creates a new ticket.
Create an Invoice — Creates a new invoice.
Delete a Company — Deletes an existing company.
Delete a Custom Data Object — Deletes a custom data object.
Delete a Deal — Deletes an existing deal.
Delete a People — Deletes an existing people record.
Delete a Subscription — Deletes an existing subscription.
Delete a Tag — Deletes an existing tag.
Delete a Ticket — Deletes an existing ticket.
Delete an Invoice — Deletes an existing invoice.
Get Available Filter Values — Retrieves available filter values.
Get People — Retrieves an existing people record.
Get a Company — Retrieves an existing company.
Get a Tag — Retrieves an existing tag.
Get a Task — Retrieves an existing task.
Insert an Event — Inserts a new event.
Make an API Call — Performs an arbitrary authorized API call.
Remove a Tag from the Entity — Removes an existing tag from the entity.
Remove a Tag from the People — Removes a tag from the existing people record.
Send a Batch Request — Sends a new batch request.
Unlink a File — Unlinks an existing file.
Update People — Updates an existing people record.
Update a Comment — Updates an existing comment.
Update a Company — Updates an existing company.
Update a Deal — Updates an existing deal.
Update a Note — Updates an existing note.
Update a Subscription — Updates an existing subscription.
Update a Tag — Updates an existing tag.
Update a Task — Updates an existing task.
Update a Ticket — Updates a new ticket.
Update an Invoice — Updates an existing invoice.
Upload a File — Uploads a new file.