Integrations Customers.ai birthdaybot
Customers.ai + birthdaybot

Connect Customers.ai and birthdaybot to Build Intelligent Automations

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Customers.ai

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Choose an Action

birthdaybot

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Enable Integrations or automations with these events of Customers.ai and birthdaybot

Enable Integrations or automations with these events of Customers.ai and birthdaybot

Actions

Create Contact

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

How do I start an integration between Customers.ai and birthdaybot?

To start, connect both your Customers.ai and birthdaybot accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in birthdaybot (or vice versa).

Can we customize how data from Customers.ai is recorded in birthdaybot?

Absolutely. You can customize how Customers.ai data is recorded in birthdaybot. This includes choosing which data fields go into which fields of birthdaybot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customers.ai and birthdaybot?

The data sync between Customers.ai and birthdaybot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customers.ai to birthdaybot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customers.ai and birthdaybot?

Yes, you can set conditional logic to control the flow of data between Customers.ai and birthdaybot. 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.

Customers.ai

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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birthdaybot

About birthdaybot

BirthdayBot is the app to keep track of office birthdays and anniversaries. BirthdayBot keeps everyone informed about upcoming birthdays. It also ensures all the members of your team get a proper b-day celebration whether they are working in the office or remote!

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