Integrations Customers.ai LogiOne Document
Customers.ai + LogiOne Document

Connect Customers.ai and LogiOne Document to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

LogiOne Document

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Request a new Action for Customers.ai

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Customers.ai and LogiOne Document?

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

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

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

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

The data sync between Customers.ai and LogiOne Document 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 LogiOne Document?

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 LogiOne Document?

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