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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a campaign is created
New Transaction
Triggers when a new transaction is created
Campaign Updated
Triggers when a campaign is updated
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.
Create a Campaign
Create a Campaign
Create a Contact
Create a Contact.
Create a Transaction
Create a Transaction
Update a Campaign
Update an existing Campaign.
Update Contact
Update an existing Contact.
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Frequently Asked Questions
To start, connect both your Customers.ai and Givebutter accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Givebutter (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Givebutter. This includes choosing which data fields go into which fields of Givebutter, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Givebutter 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 Givebutter. 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 Givebutter
Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.
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