Connect Customers.ai and filter to Build Intelligent Automations

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Customers.ai

When this happens...

Choose an Action

filter

Automatically do this!

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

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

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 filter?

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

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

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

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

The data sync between Customers.ai and filter 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 filter?

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 filter?

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

About filter

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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