Connect Customers.ai and Ganttic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
List All Users
Create Task
Create Resource
Create Project
Get All Projects
List All Resources
Enable Integrations or automations with these events of Customers.ai and Ganttic
Enable Integrations or automations with these events of Customers.ai and Ganttic
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
List All Users
Retrieves the list of all users
Create Task
Creates a new task.
Create Resource
Creates a new resource.
Create Project
Creates a new project.
Get All Projects
Gets a list of your projects, with an option to filter by project title.
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Frequently Asked Questions
To start, connect both your Customers.ai and Ganttic accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Ganttic (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Ganttic. This includes choosing which data fields go into which fields of Ganttic, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Ganttic 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 Ganttic. 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 Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
Learn More
