Connect Customers.ai and openerp to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

openerp

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and openerp 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 openerp?

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 openerp?

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

About openerp

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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