Connect Customers.ai and metatask to Build Intelligent Automations

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Customers.ai

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metatask

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

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

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 metatask?

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

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

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

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

The data sync between Customers.ai and metatask 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 metatask?

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 metatask?

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

About metatask

Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.

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