Everest Forms → CustomerlyEvents and actions

Use Everest Forms submissions to automate Customerly

When a specific Everest Forms form is submitted, start an automation, then choose from the Customerly actions listed below. The action settings show what information you need to provide.

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Everest Forms

Customerly

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Customerly when a specific Everest Forms form is submitted

When a specific Everest Forms form is submitted.
Tag a user / lead in Customerly

Choose the tag and the contact type in the action settings. The action is set to create the contact if they do not exist.

Create or update a user / lead in Customerly when a specific Everest Forms form is submitted

When a specific Everest Forms form is submitted.
Create or update a user / lead in Customerly

Available in Noptin

Customerly actions

Users / Leads

2 actions

View actions

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

Everest Forms events

Forms

1 event

When a specific Everest Forms form is submitted.

About this connection

How the two tools fit together

Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.

Customerly: Customerly is a customer service platform that combines live chat, email marketing, and customer feedback tools to help businesses improve customer support, engagement, and satisfaction through streamlined communication and automation.

What information can you send?

First choose the Everest Forms form. Noptin then shows the answers that form collects, so you can send the right ones to Customerly.

Available fields depend on the selected Customerly contact type and the connected account.

Start here

Set up Everest Forms and Customerly with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Everest Forms and Customerly from Noptin → Extensions. How to activate your license.
Install and set up Everest Forms on your WordPress site. Connect Customerly in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Select the Everest Forms form whose submissions should start the automation.
Choose an action from Customerly in the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Everest Forms and Customerly?

Build the automation in your WordPress dashboard with Noptin.

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