Customerly + Parsio Integration

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Customerly + Parsio Integration
1.
  • Customerly
    Lead is created in Customerly

    Triggers the automation whenever a new lead is created

    Instant
  • Customerly
    User is created in Customerly

    Triggers the automation whenever a new user is created

    Instant
  • Customerly
    User is tagged in Customerly

    Triggers the automation whenever a user is tagged

    Instant
  • Customerly
    User is unsubscribed in Customerly

    Triggers the automation whenever a user is unsubscribed

    Instant
  • Customerly
    Lead converted to user in Customerly

    Triggers the automation whenever a lead is successfully converted into a user

    Instant
  • Parsio
    Document is parsed (Flat tables) in Parsio

    Triggers the automation whenever a document is parsed into flat tables

    Instant
  • Parsio
    Document is parsed (Nested tables) in Parsio

    Triggers the automation whenever a document containing nested tables is parsed

    Instant
  • Parsio
    Table is parsed in Parsio

    Triggers the automation whenever a table is parsed

    Instant
  • Parsio
    Attachment is recieved in Parsio

    Triggers the automation whenever a file or document is attached to an incoming email

    Instant
2.
  • Customerly
    Create user in Customerly

    Automatically generates a new user account

  • Customerly
    Add tag to user in Customerly

    Automatically assigns a tag to a user based on particular criteria

  • Customerly
    Create lead in Customerly

    Automatically generates new leads for potential customers

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