Connect Customers.ai and formdesk to Build Intelligent Automations

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Customers.ai

When this happens...

Choose an Action

formdesk

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

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

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 formdesk?

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

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

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

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

The data sync between Customers.ai and formdesk 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 formdesk?

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 formdesk?

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