Connect Customers.ai and Domo to Build Intelligent Automations

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Customers.ai

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Domo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New DataSet Is Created

New DataSet Is Created

Runs when new DataSet is created

New Card Created

New Card Created

Runs when a new card is created in Domo.

New Task Created

New Task Created

Runs when a new task is created.

New Project Created

New Project Created

Runs when a new project is created.

Request a new Trigger for Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

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

Create DataSet

Create DataSet

Create a new DataSet in Domo.

Create List

Create List

Creates a new list in a Domo project with a specified name and type, and an optional order.

Update List

Update List

Updates an existing list in Domo with a new name, type, or position.

Create Group

Create Group

Creates a new Domo group with the name you provide.

Create Project

Create Project

Create a project with a name, team members, visibility, description, and due date.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Domo 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 Domo?

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 Domo?

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

About Domo

Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.

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