SureMembers → CustomerlyEvents and actions

Use SureMembers events to automate Customerly

Choose a SureMembers event 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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Automation ideas

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 added to an access group

When a user is added to an access group
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 user is added to an access group

When a user is added to an access group
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

SureMembers events and actions

Memberships

3 events · 2 actions

View events and actions

Events

When a user is added to an access group
When a user is removed from an access group
When an access group is published

Actions

Add a user to an access group
Remove a user from an access group

About this connection

How the two tools fit together

SureMembers: A simple yet powerful way to add content restriction to your website.

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 SureMembers 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 SureMembers and Customerly with Noptin

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

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Put it together

Set up the automation in WordPress

Choose a SureMembers event to start the automation.
Choose a Customerly action from 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 SureMembers and Customerly?

Build the automation in your WordPress dashboard with Noptin.

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