Paid Memberships Pro → CustomerlyEvents and actions

Use Paid Memberships Pro events to automate Customerly

Choose an event from Paid Memberships Pro 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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Paid Memberships Pro

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.

Remove a contact tag in Customerly when a user's membership level is cancelled

When a user's membership level is cancelled
Remove a Tag from a user / lead in Customerly

Use the member's email address to find the existing contact. Choose the tag and the contact type.

Unsubscribe a contact in Customerly when a user's membership level is cancelled

When a user's membership level is cancelled
Unsubscribe a user / lead from Customerly

Use the member's email address to find the existing contact. Choose the list or audience if the action asks for one.

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

Paid Memberships Pro events and actions

Memberships

2 events · 2 actions

View events and actions

Events

When a user's membership level changes
When a user's membership level is cancelled

Actions

Change a user's membership level
Cancel a user's membership level

About this connection

How the two tools fit together

Paid Memberships Pro: The most complete member management and membership subscriptions plugin for WordPress.

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 Paid Memberships Pro 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 Paid Memberships Pro and Customerly with Noptin

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

Choose an event from Paid Memberships Pro to 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 Paid Memberships Pro and Customerly?

Build the automation in your WordPress dashboard with Noptin.

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