Integrations Customers.ai Easy Project
Customers.ai + Easy Project

Connect Customers.ai and Easy Project to Build Intelligent Automations

Choose a Trigger

Customers.ai

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Choose an Action

Easy Project

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

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

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 Easy Project?

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

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

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

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

The data sync between Customers.ai and Easy Project 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 Easy Project?

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 Easy Project?

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

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

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