Integrations Customers.ai Certifier
Customers.ai + Certifier

Connect Customers.ai and Certifier to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Certifier

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Group

New Group

Triggers when new group is created.

Request a new Trigger for Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Delete Credential

Delete Credential

Delete an existing Credential.

Delete Group

Delete Group

Delete an existing group.

Update a credential

Update a credential

Update a credential

Update a group

Update a group

Update a group

Create Group

Create Group

Creates a group.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Certifier 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 Certifier?

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 Certifier?

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