What can I automate with Custify?

Start a workflow or agent when Person Created, Person Updated or Note Created happens in Custify, then Create Person, Update Person or Upsert Person, alongside 200+ other apps.

Can an AI agent update Custify?

Yes, when you add Custify actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Custify action I need isn't listed?

Call the Custify API from any REST API step. On the Enterprise plan, talk to us about adding it.

Customer Support & Success

Custify integration

Start workflows and AI agents from Custify events, and let agents act in Custify within the limits you set.

24 triggers
49 actions
MCP server

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Custify triggers and actions

Every Custify trigger and action you can use in Konnectify workflows and AI agents.

Trigger: Person Created
This trigger fires whenever a new Person is created.
Trigger: Person Updated
This trigger fires whenever an existing Person is modified.
Trigger: Note Created
This trigger fires whenever a new Note is created.
Trigger: Note Updated
This trigger fires whenever an existing Note is modified.
Trigger: Task Created
This trigger fires whenever a new Task is created.
Trigger: Task Updated
This trigger fires whenever an existing Task is modified.
Trigger: Ticket Created
This trigger fires whenever a new Ticket is created.
Trigger: Ticket Updated
This trigger fires whenever an existing Ticket is modified.
Trigger: File Created
This trigger fires whenever a new File is uploaded and attached to a Company or Person.
Trigger: Survey Created
This trigger fires whenever a new Survey is created.
Trigger: Time Track Created
This trigger fires whenever a new Time Track is created.
Trigger: Time Track Updated
This trigger fires whenever an existing Time Track is modified.
Trigger: Meeting Created
This trigger fires whenever a new Meeting is created.
Trigger: Meeting Updated
This trigger fires whenever an existing Meeting is modified.
Trigger: Health Score Created
This trigger fires whenever a new Health Score is created.
Trigger: Health Score Updated
This trigger fires whenever an existing Health Score is modified.
Trigger: Segment Created
This trigger fires whenever a new Segment is created.
Trigger: Segment Updated
This trigger fires whenever an existing Segment is modified.
Trigger: Lifecycle Created
This trigger fires whenever a new Lifecycle is created.
Trigger: Lifecycle Updated
This trigger fires whenever an existing Lifecycle is modified.
Trigger: Playbook Created
This trigger fires whenever a new Playbook is created.
Trigger: Playbook Updated
This trigger fires whenever an existing Playbook is modified.
Trigger: Customer Objective Created
This trigger fires whenever a new Customer Objective is created.
Trigger: Customer Objective Updated
This trigger fires whenever an existing Customer Objective is modified.
Action: Create Person
Creates a new person profile in your Custify account.
Action: Update Person
Updates an existing person's details in Custify.
Action: Upsert Person
Upserts a person in Custify using internal ID, user_id, or email.
Action: Get Person
Fetches a person's details from Custify using their internal ID, user_id, or email.
Action: Delete Person
Deletes a person and all associated data from Custify. This represents GDPR compliance ('forget me').
Action: Add/Remove Tag
Adds or removes a specific tag for the provided people in Custify.
Action: Insert Event
Submit events via a POST method to https://api.custify.com/event, which accepts a JSON object describing the event.
Action: Create Company
Creates a new company profile in your Custify account.
Action: Update Company
Updates an existing company's details in Custify.
Action: Upsert Company
Upserts a company in Custify using internal ID or company_id.
Action: Get Company
Fetches a company's details from Custify using its internal ID or company_id.
Action: Delete Company
Deletes a company and all associated data from Custify. This represents GDPR compliance ('forget me').
Action: Create Note
Creates a new note associated with a Company or Person in Custify.
Action: Update Note
Updates an existing note's details by sending a POST request to the note's Custify internal ID.
Action: Upsert Note
Upserts a note in Custify. If an ID is provided, it updates the note; otherwise, it creates a new one.
Action: Create Tag
Creates a new tag by sending a POST request.
Action: Update Tag
Updates an existing tag by sending a POST request to its Custify internal ID.
Action: Upsert Tag
Upserts a tag in Custify. If an ID is provided, it updates the tag; otherwise, it creates a new one.
Action: Delete Tag
Tags can be deleted by sending a DELETE request to the entry's URL using the Custify id. Note that this function permanently deletes the corresponding tag set on people.
Action: Add/Remove Tag from Entity
Tags can be added/removed to/from multiple entities of the same category by sending a PATCH request.
Action: Assign NPS Score
You can assign an NPS score to a person by sending a POST request to https://api.custify.com/nps_score/{entity}.
Action: Assign CSAT Score
You can assign a CSAT score to a person by sending a POST request to https://api.custify.com/csat_score/{entity}.
Action: Create Ticket
Create a new ticket on Companies or People.
Action: Update Ticket
Update an existing ticket based on the externalId for the ticket. Works as a patch, only provided fields are saved.
Action: Delete Ticket
Delete an existing ticket based on the externalId for the ticket
Action: Reply To Ticket
Add a new reply to an existing ticket based on the externalId.
Action: Create Task
Create a new task on Companies or People.
Action: Update Task
Update an existing task. You can send only the data that changes by providing the Custify internal ID `_id` of the existing task.
Action: Create Comment
You can create a new comment by sending a POST request to https://api.custify.com/comment/{entityModel}/{entity}.
Action: Update Comment
You can update an existing comment by sending a POST request to https://api.custify.com/comment/{entityModel}/{entity} with the comment ID.
Action: Upsert Comment
Upserts a comment. If an ID is provided, it updates the existing comment; otherwise, it creates a new one.
Action: Upload File
Upload a file to a Company or a People by sending a POST request to https://api.custify.com/file. The request uses multipart/form-data.
Action: Unlink File
You can unlink a file from a Company or a People by sending a POST request to https://api.custify.com/file/unlink.
Action: Enable/Disable File in Portal
Enable or disable a file to be shown in the portal by sending a PUT request to https://api.custify.com/file/:id/showInPortal.
Action: Create Financial Deal
You can create/update financial deals by sending a POST request to https://api.custify.com/financial/deal that has in the body the field externalId.
Action: Update Financial Deal
Update an existing financial deal by sending a POST request to https://api.custify.com/financial/deal/{entity} or using externalId in the body.
Action: Upsert Financial Deal
Upserts a financial deal. If found via entity ID or externalId, it updates the record; otherwise, it creates a new one.
Action: Delete Financial Deal
Delete an existing financial deal based on the externalId for the financial deal (in the query params) or the entity in the params of the request.
Action: Create Financial Invoice
You can create/update financial invoices by sending a POST request to https://api.custify.com/financial/invoice that has in the body the field externalId.
Action: Update Financial Invoice
Update an existing financial invoice by sending a POST request to https://api.custify.com/financial/invoice/{entity} or using externalId in the body.
Action: Upsert Financial Invoice
Upserts a financial invoice. If found via entity ID or externalId, it updates the record; otherwise, it creates a new one.
Action: Delete Financial Invoice
Delete an existing financial invoice based on the externalId for the financial invoice (in the query params) or the entity in the params of the request.
Action: Create Financial Subscription
You can create/update financial subscriptions by sending a POST request to https://api.custify.com/financial/subscription that has in the body the field externalId.
Action: Update Financial Subscription
Update an existing financial subscription by sending a POST request to https://api.custify.com/financial/subscription/{entity} or using externalId in the body.
Action: Upsert Financial Subscription
Upserts a financial subscription. If found via entity ID or externalId, it updates the record; otherwise, it creates a new one.
Action: Delete Financial Subscription
Delete an existing financial subscription based on the externalId for the financial subscription (in the query params) or the entity in the params of the request.
Action: Create Time Track
Create a new time track on Companies or People.
Action: Update Time Track
Update an existing time track on Companies or People.
Action: Delete Time Track
Delete an existing time track based on the Custify internal ID (in the query params).

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Use Custify in an AI agent

Add any Custify action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

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Custify and AI

Add AI steps to Custify workflows
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Use Custify actions from Claude or ChatGPT
Expose the Custify actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Custify with 24 triggers and 49 actions, which you can use in workflows, AI workflows and AI agents.

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