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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Created
runs when New User Created
Bonus Created
Triggers when a bonus is created.
Achievement Created
Triggers when a achievement created.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create New Admin User
Creates a New Admin User.
Update a User
Update a User detail.
List Users
Retturns list of all users from Bonusly.
List Achievements
View the 50 most recent achievements.
Create Bonus
This action allows to create Bonus.
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Frequently Asked Questions
To start, connect both your Customers.ai and Bonusly accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Bonusly (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Bonusly. This includes choosing which data fields go into which fields of Bonusly, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Bonusly 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 Bonusly. 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 MoreAbout Bonusly
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
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