Custify
Customer success software for SaaS with health scores and lifecycle playbooks.
- Category
- Support & Feedback
- Type
- Customer success
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Custify API docs
02Data
What you can sync.
- Companies
- People
- Events
- Tasks
Let an AI Mind read Custify companies with the rest of your data and answer what customers ask about most.
Need more? Name any other Custify data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Custify uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Custify if you need help.
04How it works
How it works in DataMind.
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Pick Custify.
Open Lake, pick Custify in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Custify API docs.
-
Answer a few questions.
The AI reads the Custify documentation, then asks which credentials you will use, which data to sync (for example companies and people), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Custify data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
