Automate Customerly and Charitable

You can combine any triggers and actions to create automation rules that save you time.

Triggers

Charitable

  • When a donation is completed
  • When a donation status changes

View all triggers

Actions

Users / Leads

  • Create or update a user / lead in Customerly
  • Unsubscribe a user / lead from Customerly

Tags

  • Tag a user / lead in Customerly
  • Remove a Tag from a user / lead in Customerly

Charitable

  • Change the status of a donation
  • Create or update a campaign
  • Delete a Charitable campaign

View all available actions

Ready to get started?

You can connect Customerly to Charitable 4 simple steps.

First, go ahead and install Noptin.

Next, install the Customerly and Charitable add-ons.

Once you've installed the Customerly addon, Noptin will redirect you to the Customerly settings page where you can connect your Customerly account.

Connect your account and then map the Noptin custom fields to Customerly custom fields.

Finally, create any needed automation rules or automated emails.

What are you waiting for?

Connect Charitable to Customerly Now

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