WishList Member → CustomerlyEvents and actions

Use WishList Member events to automate Customerly

Choose an event from WishList Member 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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WishList Member

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 member is added to a membership level

When a member is added to a membership level
Tag a user / lead in Customerly

Use the member's email address for the contact. Choose the tag and the contact type. The action creates a missing contact by default.

Create or update a user / lead in Customerly when a member is added to a membership level

When a member is added to a membership level
Create or update a user / lead in Customerly

Use the member's email address for the contact. Choose the destination and provide any other required fields in Customerly.

Remove a contact tag in Customerly when a member is removed from a membership level

When a member is removed from a membership level
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 member is removed from a membership level

When a member is removed from a membership level
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

WishList Member events and actions

Memberships

10 events · 4 actions

View events and actions

Events

When a member is added to a membership level
When a member is removed from a membership level
When a membership level is cancelled for a member
When a membership level is uncancelled for a member
When a membership level expires for a member
When a membership level is marked unexpired
When a member is approved for a membership level
When a member is set to pending approval
When a member confirms a membership level
When a membership level is marked unconfirmed

Actions

Add a user to a membership level
Remove a user from a membership level
Cancel a membership level for a user
Uncancel a membership level for a user

About this connection

How the two tools fit together

WishList Member: Connect WishList Member membership levels and members 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 WishList Member 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 WishList Member and Customerly with Noptin

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

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