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Person Created
This trigger fires whenever a new Person is created.
trigger
MCP
Custify [Beta] MCP Server
Connect Custify [Beta] with your AI tools and agents through the MCP - secure, ready-to-use access with no coding needed.
Connect Custify [Beta] MCP with your AI Tools
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
Connect Custify [Beta] with your stack
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Deploy in minutes. Not days
Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.
Visitor Intelligence
Identifies anonymous website visitors, matches them to your ICP, and routes high-intent accounts to your team in real-time.
Outbound Prospecting
Builds targeted prospect lists, enriches contacts, and generates personalized outreach sequences at scale.
Pipeline Enrichment
Keeps your CRM data fresh by enriching contacts and companies from multiple sources — automatically, continuously.
Sales Research
Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.
Campaign Personalization
Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.
Inbound Qualification
Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.