Connect Customers.ai and Businessmap to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Add a Comment to a Card
Get Columns
Get a Card Attachments
Get all Comments
Find Card
Create a Attachment
Update an Attachment
Create a Card
Log Time for Card
Unblock a Card
Add Subtask
Create a Board
Archive/Unarchive Card
Discard Card or Restore Discarded Card
Create a Tag
List Boards
List Card
Ready to use Customers.ai and Businessmap automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a comment is created.
Card Created
Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".
Board structure changed
Trigger when Board structure changed.
New Board
Trigger when new board is created.
Card Details Updated
Triggers when card is updated.
Card Discarded
Triggers when card is discarded.
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.
Add a Comment to a Card
Adds a new comment to a card.
Get Columns
Get all columns for specific workflow and board.
Get a Card Attachments
Get card attachment by card ID.
Get all Comments
Get all comments by card ID.
Find Card
Finds a card.
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Frequently Asked Questions
To start, connect both your Customers.ai and Businessmap accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Businessmap (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Businessmap. This includes choosing which data fields go into which fields of Businessmap, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Businessmap 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 Businessmap. 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 Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
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