Connect Customers.ai and ServerX to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

ServerX

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

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

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 ServerX?

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

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

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

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

The data sync between Customers.ai and ServerX 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 ServerX?

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 ServerX?

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

About ServerX

ServerX is a powerful server management platform designed to help businesses monitor, maintain, and optimize their server infrastructure. It provides real-time analytics, automated alerts, and tools for efficient resource management and security.

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