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Customerly connector for Okou

Connect your Customerly account to manage customer contacts, companies, conversations, and knowledge-base content.

Communication · Public API token

Use Customerly in Okou

Customerly Public REST API for customer support data, contacts, companies, conversations, messages, tags, documents, segments, and knowledge-base content.

Once connected, supported Customerly actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Customerly

  • Read Customerly companies, their contacts, segments, and filtered company results.
  • Read Customerly contacts, activity, events, companies, segments, and filtered results.
  • Read Customerly conversations, inboxes, statistics, and conversation messages.
  • Read Customerly documents and document folders.
  • Read Customerly knowledge-base writers, articles, and collections.
  • Read Customerly messages.
  • Read Customerly contact, company, and conversation segments.
  • Read tags used by Customerly contacts.

How the Customerly connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Customerly

    Choose Public API token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Customerly securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • Public API token

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Customerly connector questions

What can Okou do with Customerly?
Connect your Customerly account to manage customer contacts, companies, conversations, and knowledge-base content. Documented actions include: Read Customerly companies, their contacts, segments, and filtered company results. Read Customerly contacts, activity, events, companies, segments, and filtered results.
How do I connect Customerly to Okou?
Connect Customerly using Public API token. The connection controls which supported actions a workflow can use.
Can Customerly run in an automated workflow?
Yes. After it is connected, supported Customerly actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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