Connect Customers.ai and Polygon to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Polygon

Automatically do this!

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

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

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 Polygon?

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

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

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

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

The data sync between Customers.ai and Polygon 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 Polygon?

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 Polygon?

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

About Polygon

Polygon.io is a comprehensive financial market data platform that provides real-time and historical data for stocks, options, forex, and cryptocurrencies. It offers APIs for developers to access market data, enabling them to build financial applications, trading algorithms, and analytics tools. With a focus on speed and reliability, Polygon.io is designed to support the needs of financial professionals, developers, and businesses looking to integrate market data into their solutions.

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