Connect Customers.ai and Narrato to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Narrato

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created inside a project.

Update Task

Update Task

Triggers when task is updated.

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 Project

Get all Project

Get details of all Projects in a Workspace

Get all Workspaces

Get all Workspaces

Get details all workspaces associated with a user.

Find Task

Find Task

Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Narrato 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 Narrato?

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 Narrato?

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

About Narrato

Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.

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