Before a review
Priya Sharma, Customer Success Manager at Acme Ltd, asked what was open for BigCo ahead of a quarterly review. Memtro read the company, its recent notes, its open tasks and its newest tickets, and summarised them in one answer.
Custify + Memtro
What is open for this account, and what was last noted about them?
Custify holds what your customer success team knows about each account. Memtro reads companies with plan, monthly revenue, CSM owners and segments, the people at them, notes, CSM tasks, synced help-desk tickets and survey responses. When asked and once an administrator has granted the action by name, it can add notes and comments, create and update tasks, change a company's details, tag records, and log events, meetings, time or an NPS score, which feed health scores and may start playbooks. Nothing appears in the customer portal. Deleting a company or person removes all their data permanently.
In Memtro
What you can do with Custify in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Custify tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds companies by name with plan, industry, size, monthly revenue, CSM owners and segments, and the people at each
- 02Reads notes on a company or person, and CSM tasks with status, priority, due date and assignee
- 03Lists help-desk tickets with status, priority, assignee and rating, and NPS or CSAT responses with score and comment
- 04When asked and granted, adds notes and comments, and creates, completes, reschedules or reassigns tasks, seen by the Custify team and never in the customer portal
- 05When asked and granted, changes an existing company's plan, revenue, owners or churned flag, tags up to 50 records, and logs events, meetings, time or an NPS score, which feed health scores and playbooks
- 06When asked and granted, permanently deletes a company or a person with everything recorded on them
Acts when asked
When you ask it to
These tools change something in Custify. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a Custify company or person, or comment on a note or task
- 02Create a task, or mark it done, reopen, retitle, reprioritise, reschedule or reassign it
- 03Change an existing company's name, plan, revenue, size, churned flag, CSM or account owner, or custom attributes
- 04Add or remove a tag on up to 50 companies, people, tasks or notes
- 05Log an event, a meeting or time spent against a person or company, or record a person's NPS score
- 06Delete a company or a person with all their data, permanently
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Custify, choosing the same kinds; the tab shows Custify's own steps. Each event can start a job, with the event as its input. Custify signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A note was added
- 02A note was changed
- 03A task was created
- 04A task was changed
- 05A survey response came in
- 06A customer portal link was created
- 07A customer portal link was changed
In practice
Ask it like you would a colleague
Once Custify is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Custify + MemtroWhat is open for BigCo and what was last noted about them?
Which high-priority tasks are still open?
What did customers say in the latest NPS survey?
Which support tickets has Northwind opened recently?
Mark Globex as churned and log that the exit call was held today.
Following up a low score
Maya Okafor, Head of Customer Success at Northwind, saw a low NPS comment from a BigCo user. She asked Memtro to note it and set a task for Tom Reilly. Memtro added the note to BigCo and created an open task assigned to Tom. Tom saw it in his Custify list, and nothing appeared in the customer portal.
Teams
Where it fits
The teams that lean on Custify most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
Better together
Works with
A record in Custify is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesCustify with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesCustify with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesCustify with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Finance and commerceCustify with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceCustify with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceCustify with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Engineering and operationsCustify with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsCustify with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsCustify with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Support
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Help Scout
- Zendesk
- Intercom
Freshdesk- Front
- Zoho Desk
Gorgias- Jira Service Management
- Chatwoot
Crisp- Zammad
Groove
Plain
Freshchat
Freshservice
Kustomer- LiveChat
Dixa
HelpCrunch- Pylon
Atera- Survicate
Trengo
ConnectWise PSA- Deskpro
Enchant- Featurebase
Frill
Gladly
HaloPSA
HappyFox
Jitbit Helpdesk
Nicereply
Re:amaze
SolarWinds Service Desk
Stonly
Syncro
Tidio- HelpDesk
Teamwork Desk- UserVoice
Setup
How to connect
Connect withAPI key
- 1
In Custify, open Settings → Developers → API Key and copy the API key.
- 2
Note the API URL shown on the same page. Its host only matters if it is not api.custify.com.
- 3
In Memtro, open Connections → Custify and paste the API key, and the API host if yours differs.
- 4
Ask: What is open for BigCo and what was last noted about them?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Custify tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Custify?+
Only when you ask, and only what it has been granted: add a note to a Custify company or person, or comment on a note or task; create a task, or mark it done, reopen, retitle, reprioritise, reschedule or reassign it; change an existing company's name, plan, revenue, size, churned flag, CSM or account owner, or custom attributes; add or remove a tag on up to 50 companies, people, tasks or notes; log an event, a meeting or time spent against a person or company, or record a person's NPS score; delete a company or a person with all their data, permanently. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Custify connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Custify data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Custify?+
API key. In Custify, open Settings → Developers → API Key and copy the API key.
Can Custify start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Custify, choosing the same kinds; the tab shows Custify's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Custify in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.