Integrations Customers.ai RotaCloud
Customers.ai + RotaCloud

Connect Customers.ai and RotaCloud to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

RotaCloud

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and RotaCloud 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 RotaCloud?

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 RotaCloud?

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