Connect Customers.ai and Libeo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Delete Invoice
Create Invoice
Create Supplier
Search Supplier
Enable Integrations or automations with these events of Customers.ai and Libeo
Enable Integrations or automations with these events of Customers.ai and Libeo
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
Create Supplier
Creates a new supplier
Search Supplier
Search supplier by its name, siret or siren
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Frequently Asked Questions
To start, connect both your Customers.ai and Libeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Libeo (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Libeo. This includes choosing which data fields go into which fields of Libeo, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Libeo 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 Libeo. 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
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