Connect Customers.ai and DevRev to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Update Dev User
List Dev Users
List Parts
Get specific Part
Search Parts by Type
Update Part
Delete Part
List Rev Orgs
Get Rev Org by ID
Create Rev Org
Update Rev Org
List Tags
Get Tag
Create Tag
Delete Tag
Update Tag
List Timeline Entries
Create Timeline Entry
Update Timeline Entry
List Works
Get Spesific Work
Create Work
Update Work
List Accounts
Get a Specific Account
Create Account
Update Account
List Metric Definitions
List SLA Trackers
Get Specific SLA Tracke by ID
Create SLA
Get SLA
List SLAs
Assign SLAs
Update SLA
Transition SLAs
List Articles
Create Article
Get Specific Article
Update Article
Delete Article
Get Atom
List Conversations
Create Conversation
Update Conversation
Delete Conversation
Delete Account
Create Group
List Groups
Add Groups Members
Get a specific Group
List Groups Members
Remove Groups Members
Update Group
List Links
Create Link
Create Rev User
List Rev Users
Get Rev User by ID
Update Rev User
Create Service Account
Get Service Account by ID
List Surveys Responses
List Sys Users
Update Sys User
Ready to use Customers.ai and DevRev automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
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.
Update Dev User
Updates the user corresponding to the input ID.
List Dev Users
Lists users within your organization.
List Parts
Lists a collection of parts
Get specific Part
Gets a part’s information.
Search Parts by Type
Lists a collection of parts by Type.
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Frequently Asked Questions
To start, connect both your Customers.ai and DevRev accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in DevRev (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in DevRev. This includes choosing which data fields go into which fields of DevRev, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and DevRev 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 DevRev. 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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn More
