Connect Customers.ai and cody to Build Intelligent Automations

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Customers.ai

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cody

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

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

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 cody?

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

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

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

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

The data sync between Customers.ai and cody 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 cody?

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 cody?

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

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

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