Connect Customers.ai and invoice2go to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
- Request a new Action for invoice2go
Enable Integrations or automations with these events of Customers.ai and invoice2go
Enable Integrations or automations with these events of Customers.ai and invoice2go
Actions
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
To start, connect both your Customers.ai and invoice2go accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in invoice2go (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in invoice2go. This includes choosing which data fields go into which fields of invoice2go, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and invoice2go 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 invoice2go. 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 invoice2go
Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
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