Custify is a next-generation Customer Success software for B2B SaaS companies. It helps you meet your customers’ needs by reducing user churn and increasing their lifetime value. With Custify, you can get insights on product usage and all data from your CRM, support, billing, and other systems in one place.
RudderStack supports Custify as a destination where you can seamlessly send your customer data.
Find the open source transformer code for this destination in the GitHub repository.
Fall back to anonymousId if userId is not present: If this setting is enabled, RudderStack will use anonymousId to identify the user if userId is not present in the event.
Identify
You can use the identify call to create or update a user in Custify. RudderStack uses the userId or email field in the event’s traits to do so. Hence, it is highly recommended to include the userId or at least the user’s email in the identify call.
You can also identify your users with anonymousId in case userId is not present in the event via the Fall back to anonymousId if userId is not present dashboard setting.
RudderStack maps the following event properties to a subset of the standard Custify user attributes. It also creates a new custom field for the unmapped attributes.
To remove a given user from an organization, the following fields must be present in the event’s context.traits:
company.id
company.remove (set to true)
RudderStack assumes a valid Custify company_id in the company.id field. Then, it finds the organization corresponding to that ID and dissociates the user from the organization.
RudderStack maps the following optionalgroup traits to a subset of the standard Custify company attributes. It also creates a new custom field for any unmapped attributes.
RudderStack property
Custify property
groupId
company_id
traits.name
name
traits.industry
industry
traits.size
size
traits.website / traits.url
website
traits.plan
plan
traits.monthlyRevenue / traits.mrr
monthly_revenue
traits.churned
churned
traits
custom_attributes
How RudderStack does the user-organization association
To do the user-company association, RudderStack first finds the Custify user by looking for the userId present in the context.traits object.
If userId and groupId are present in the event, RudderStack associates the Custify user with the organization and sends all user-specific information.
If userId and groupId are not present, RudderStack first creates the user and the organization in Custify and then does the association.
The above discussion can be summarized as follows:
userId present?
groupId present?
Description
Expected behavior
No
No
User and the organization do not exist in Custify.
RudderStack creates a new user and organization in Custify and associates both.
No
Yes
Organization exists in Custify but not the user.
RudderStack creates a new user and associates them with the organization.
Yes
No
User exists in Custify but not the organization.
RudderStack creates a new organization and associates the user with it.
Yes
Yes
Both the user and the organization exist in Custify
RudderStack does the user-organization association.
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