Connect Customers.ai and Base64.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Scan a document by URL
Scan a Document by Bytes
Enable Integrations or automations with these events of Customers.ai and Base64.ai
Enable Integrations or automations with these events of Customers.ai and Base64.ai
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Scan a document by URL
Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
Scan a Document by Bytes
Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
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Frequently Asked Questions
To start, connect both your Customers.ai and Base64.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Base64.ai (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Base64.ai. This includes choosing which data fields go into which fields of Base64.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Base64.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and Base64.ai. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn More
