Connect Customers.ai and Miro to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Miro

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card

New Card

Triggers when a new card is created.

Request a new Trigger for Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

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

Get All Board

Get All Board

Get a list of all existing boards

Get All Frame

Get All Frame

Get all existing frames of a board

Create a Board

Create a Board

Create a new board

Copy Board

Copy Board

Copies an existing board

Create  Card

Create Card

Create a new card on a board

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Step by step guides to integrate Customers.ai and Miro

Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Miro 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 Miro?

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 Miro?

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

About Miro

Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.

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