Plandalf

Customer identify

Customer identify in Plandalf: where it fits across products, integrations, docs, workflows, and related capabilities.

See Offers Browse Data

Build from this feature.

Customer identify should not dead-end as an article. Use these product screenshots and references to connect the feature to Offers, Timers, Automations, integrations, docs, workflows, stacks, and comparisons.

The Numi offer editor with product, theme, automation, invoice, and checkout controls.
The offer editor keeps checkout, products, prices, invoices, payment state, and automation in the same selling surface.
The Numi offer editor automation tab showing purchase-triggered workflow controls.
Automations turn the purchase event into fulfilment, alerts, webhooks, and connected integration work.
The Numi automation integrations screen showing connected tools.
Integrations carry the same buyer and offer context into email, CRM, tax, affiliate, analytics, and custom API tools.

Stack

The API-First Product Split transactional email from lifecycle email so each tool does what it's good at.

Docs, workflows, and implementation links

Checkout started to abandonment recovery

Recover a checkout that opened but did not complete by sending the buyer and offer context to the email or automation tool.

 Invoice issued record sync

Send invoice, customer, and payment records to email, CRM, and operations systems after checkout or renewal.

Builder resources that use Customer identify

Use these linked resources when you want to move from the feature itself into a stack, calculator, integration, docs, workflow, or comparison decision.

The API-First Product

Split transactional email from lifecycle email so each tool does what it's good at.

 The Developer Webhook Stack

Give developers a concrete stack for API-led checkout, entitlements, fulfillment, analytics, and custom automations.

 The Founder List

Ship a first paid product with three tools and no automation platform in the middle.

 The Invoice Records Ops Stack

Keep invoices, receipts, customer identity, team notifications, and CRM records in sync after purchase.

Related data features

Form data shipped Metadata shipped

Feature detail