Integrations Customers.ai InvGate Service Desk
Customers.ai + InvGate Service Desk

Connect Customers.ai and InvGate Service Desk to Build Intelligent Automations

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Customers.ai

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Choose an Action

InvGate Service Desk

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Enable Integrations or automations with these events of Customers.ai and InvGate Service Desk

Enable Integrations or automations with these events of Customers.ai and InvGate Service Desk

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 InvGate Service Desk?

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

Can we customize how data from Customers.ai is recorded in InvGate Service Desk?

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

How often does the data sync between Customers.ai and InvGate Service Desk?

The data sync between Customers.ai and InvGate Service Desk 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 InvGate Service Desk?

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 InvGate Service Desk?

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

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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InvGate Service Desk

About InvGate Service Desk

InvGate Service Desk is a ticketing solution with ITIL-ready functionalities to organize work based on priority, SLA & urgency, create automated workflows, integrate with CMDB and more.

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