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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create Project
Creates a new project for time tracking.
Add Task To Project
Add a task to project.
Create Client
Creates a Client.
Create Tag
Creates a tag.
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Frequently Asked Questions
To start, connect both your Customers.ai and My Hours accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in My Hours (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in My Hours. This includes choosing which data fields go into which fields of My Hours, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and My Hours typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and My Hours. 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.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout My Hours
Myhour is a comprehensive time tracking and project management tool designed to help teams and individuals efficiently manage their work hours and tasks. With features like detailed reporting, invoicing, and team collaboration, Myhour ensures that you stay on top of your projects and deadlines.
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