Connect Customers.ai and Envoy for Visitors to Build Intelligent Automations
Ready to use Customers.ai and Envoy for Visitors automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
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 Envoy for Visitors accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Envoy for Visitors (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Envoy for Visitors. This includes choosing which data fields go into which fields of Envoy for Visitors, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Envoy for Visitors 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 Envoy for Visitors. 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.
Learn MoreAbout Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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