Connect Customers.ai and Sendme to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Sendme

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

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.

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Sendme 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 Sendme?

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 Sendme?

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

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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