Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.Customerly Integrations
Customerly + Google SheetsCreate Spreadsheet Row to Google Sheets from New Lead in Customerly Read More...
Customerly + Google SheetsUpdate Spreadsheet Row in Google Sheets when New Lead is created in Customerly Read More...
It's easy to connect Plaid + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new payment recipient
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.