Connect Customers.ai and ProAct to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

ProAct

Automatically do this!

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

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

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 ProAct?

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

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

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

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

The data sync between Customers.ai and ProAct 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 ProAct?

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 ProAct?

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

About ProAct

ProAct is a productivity and workflow management tool designed to help teams streamline tasks, track progress, and collaborate effectively. It offers features such as task assignment, real-time updates, customizable dashboards, and reporting tools to enhance efficiency and accountability across projects.

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