Connect Customers.ai and RVM Pro to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

RVM Pro

Automatically do this!

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

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

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 RVM Pro?

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

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

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

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

The data sync between Customers.ai and RVM Pro 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 RVM Pro?

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 RVM Pro?

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