Integrations Customers.ai PDF Blocks
Customers.ai + PDF Blocks

Connect Customers.ai and PDF Blocks to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

PDF Blocks

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

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

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 PDF Blocks?

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

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

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

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

The data sync between Customers.ai and PDF Blocks 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 PDF Blocks?

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 PDF Blocks?

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

About PDF Blocks

PDF actions for your zaps: Merge PDF documents, protect PDFs with a password, watermark PDF documents, and more.

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