Connect Customers.ai and Documo to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Documo
Enable Integrations or automations with these events of Customers.ai and Documo
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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
To start, connect both your Customers.ai and Documo accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Documo (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Documo. This includes choosing which data fields go into which fields of Documo, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Documo 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 Documo. 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.
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About Documo
Documo is a platform that offers a suite of document management and digital transformation tools designed to streamline business processes. It provides solutions for electronic signatures, document storage, and secure document sharing, making it easier for businesses to manage their paperwork digitally.
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