Connect Customers.ai and Routee to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Routee

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

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

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Routee 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 Routee?

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 Routee?

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

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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