LearnDash → CustomerlyEvents and actions

Use LearnDash events to automate Customerly

Choose an event from LearnDash to 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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LearnDashLearnDashCustomerlyCustomerly
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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 user is enrolled in a course

  1. LearnDashWhen a user is enrolled in a course
  2. CustomerlyTag 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 user completes a course

  1. LearnDashWhen a user completes a course
  2. CustomerlyCreate or update a user / lead in Customerly

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

  • LearnDashWhen a user is enrolled in a course
  • LearnDashWhen a user is removed from a course
  • LearnDashWhen a user completes a course
  • LearnDashWhen a user is added to a group
  • LearnDashWhen a user is removed from a group

Do this (5)

  • LearnDashEnroll a user in a course
  • LearnDashRemove a user from a course
  • LearnDashAdd a user to a group
  • LearnDashRemove a user from a group
  • CustomerlyCreate or update a user / lead in Customerly
View all triggers and actions (16)

When this happens (3)

  • LearnDashWhen a user completes a lesson
  • LearnDashWhen a user completes a topic
  • LearnDashWhen a user completes a quiz

Do this (3)

  • CustomerlyUnsubscribe a user / lead from Customerly
  • CustomerlyTag a user / lead in Customerly
  • CustomerlyRemove a tag from a user / lead in Customerly

About this connection

How the two tools fit together

LearnDash: Connect LearnDash courses, lessons, topics, quizzes, and groups to Noptin.

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?

Connect Customerly, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the LearnDash event or action you choose and any fields configured on your site. Available fields depend on the selected Customerly contact type and the connected account.

Start here

Set up LearnDash and Customerly with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for LearnDash and Customerly from Noptin → Extensions. How to activate your license.
  3. Install and set up LearnDash 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

  1. Choose an event from LearnDash to start the automation.
  2. Choose an action from Customerly in the list above and fill in its required settings.
  3. 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 LearnDash and Customerly?

Build the automation in your WordPress dashboard with Noptin.

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