Connect Customers.ai and Betterment to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Betterment
Enable Integrations or automations with these events of Customers.ai and Betterment
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Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
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Frequently Asked Questions
To start, connect both your Customers.ai and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Betterment (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Betterment 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 Betterment. 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.
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About Betterment
Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.
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