Connect Customers.ai and ironclad to Build Intelligent Automations

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Customers.ai

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Choose an Action

ironclad

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Enable Integrations or automations with these events of Customers.ai and ironclad

Enable Integrations or automations with these events of Customers.ai and ironclad

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 ironclad?

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

Can we customize how data from Customers.ai is recorded in ironclad?

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

How often does the data sync between Customers.ai and ironclad?

The data sync between Customers.ai and ironclad 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 ironclad?

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 ironclad?

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

About ironclad

Ironclad is a contract lifecycle management platform used by companies to handle every type of contract workflow.

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