Connect Customers.ai and PostgreSQL to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Execute a Query (advanced)
Insert row
Ready to use Customers.ai and PostgreSQL automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
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Frequently Asked Questions
To start, connect both your Customers.ai and PostgreSQL accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in PostgreSQL (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in PostgreSQL. This includes choosing which data fields go into which fields of PostgreSQL, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and PostgreSQL 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 PostgreSQL. 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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