Integrations Customers.ai decision journal
Customers.ai + decision journal

Connect Customers.ai and decision journal to Build Intelligent Automations

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Customers.ai

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Choose an Action

decision journal

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

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

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 decision journal?

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

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

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

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

The data sync between Customers.ai and decision journal 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 decision journal?

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 decision journal?

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

About decision journal

Decision Journal helps you to become a better decision maker by keeping track of your decisions and reviewing how they turn out.

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