Connect Customers.ai and plate to Build Intelligent Automations

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Customers.ai

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Choose an Action

plate

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

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

Actions

Create Contact

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

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

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

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

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

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

The data sync between Customers.ai and plate 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 plate?

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 plate?

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

About plate

Plate is a content management platform used to create, manage, analyse, and improve content in multi-channels such as websites, shops, apps, portals, and more.

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