Integrations Customers.ai Reliable PBX
Customers.ai + Reliable PBX

Connect Customers.ai and Reliable PBX to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Reliable PBX

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

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

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 Reliable PBX?

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

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

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

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

The data sync between Customers.ai and Reliable PBX 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 Reliable PBX?

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 Reliable PBX?

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