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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger when new Task is Created.
Update or New Task
Trigger when new task is created or Updated.
New Comment
Trigger when new Comment is Created.
New Project
Trigger when new Propject 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 Task
Creates a New Task.
Update Task
Updates an Existing Task.
Find Tasks By Id or Name
Find an Existing Task.
Create Comment
Creates a New Comment.
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Frequently Asked Questions
To start, connect both your Customers.ai and Nozbe accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Nozbe (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Nozbe . This includes choosing which data fields go into which fields of Nozbe , setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Nozbe 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 Nozbe . 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 Nozbe
Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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