Connect Customers.ai and donately to Build Intelligent Automations

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Customers.ai

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donately

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

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

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 donately?

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

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

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

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

The data sync between Customers.ai and donately 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 donately?

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 donately?

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

About donately

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.

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