Connect Customers.ai and Paperless Parts to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Paperless Parts
Enable Integrations or automations with these events of Customers.ai and Paperless Parts
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
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Frequently Asked Questions
To start, connect both your Customers.ai and Paperless Parts accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Paperless Parts (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Paperless Parts. This includes choosing which data fields go into which fields of Paperless Parts, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Paperless Parts 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 Paperless Parts. 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.
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About Paperless Parts
Paperless Parts is the secure estimating and quoting software for manufacturing that empowers shops to make smarter, faster, more informed decisions. Communicate better, quote faster, win new customers, and increase revenue with Paperless Parts.
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