Connect Customers.ai and Helpwise to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Helpwise
Enable Integrations or automations with these events of Customers.ai and Helpwise
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
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Frequently Asked Questions
To start, connect both your Customers.ai and Helpwise accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Helpwise (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Helpwise. This includes choosing which data fields go into which fields of Helpwise, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Helpwise 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 Helpwise. 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 Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
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