Integrations Customers.ai direct debit
Customers.ai + direct debit

Connect Customers.ai and direct debit to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

direct debit

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

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

Actions

Create Contact

Create Contact

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

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and direct debit 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 direct debit?

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 direct debit?

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