Connect Customers.ai and seven to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

seven

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Incoming SMS

Incoming SMS

Triggers when a new inbound sms has been received

Incoming call

Incoming call

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.

Lookup CNAM

Lookup CNAM

You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.

Lookup HLR

Lookup HLR

looks up information regarding home location register for a given number

Lookup MNP

Lookup MNP

looks up information regarding mobile number portability for a given number

Lookup Number Format

Lookup Number Format

Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).

Register Webhook

Register Webhook

To Register the webhook

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and seven 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 seven?

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 seven?

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

Learn More
seven

About seven

Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.

Learn More