Connect Customers.ai and moloni to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

moloni

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Get all Companies

Get all Companies

Get existing companies

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and moloni 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 moloni?

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 moloni?

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

About moloni

Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.

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