Integrations Customers.ai Meeting BaaS
Customers.ai + Meeting BaaS

Connect Customers.ai and Meeting BaaS to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Meeting BaaS

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Sending a bot

Sending a bot

Send AI bots to meetings

Removing a Bot

Removing a Bot

Remove a bot from an ongoing meeting using the API

Get Meetings

Get Meetings

Get meeting recording and metadata.

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Frequently Asked Questions

How do I start an integration between Customers.ai and Meeting BaaS?

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

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

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

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

The data sync between Customers.ai and Meeting BaaS 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 Meeting BaaS?

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 Meeting BaaS?

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

About Meeting BaaS

Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.

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