Connect Customers.ai and Shortpen to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Shortpen

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Create Short URL

Create Short URL

Create a short link and optional QR code

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Shortpen 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 Shortpen?

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 Shortpen?

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

About Shortpen

Shortpen is a streamlined tool designed for creating and managing short, impactful written content. It helps users craft concise messages, notes, and documents efficiently, making it ideal for quick communication and documentation.

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