Connect Customers.ai and Clockodo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Create Customer
Create time entry
List customers
Create Project
Create Service
Create SubProject
List all projects
Create User
Update time off
Update a customer
Update project
Enable Integrations or automations with these events of Customers.ai and Clockodo
Enable Integrations or automations with these events of Customers.ai and Clockodo
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create Customer
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
Create Project
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Create Service
Creates a new service.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Customers.ai and Clockodo accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Clockodo (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Clockodo. This includes choosing which data fields go into which fields of Clockodo, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Clockodo 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 Clockodo. 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 Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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