Connect Customers.ai and formly to Build Intelligent Automations

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Customers.ai

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Choose an Action

formly

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

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

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 formly?

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

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

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

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

The data sync between Customers.ai and formly 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 formly?

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 formly?

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