Connect Customers.ai and simplecert to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Create Projects
Enable Integrations or automations with these events of Customers.ai and simplecert
Enable Integrations or automations with these events of Customers.ai and simplecert
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create Projects
Create a new project in simplecert.
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Frequently Asked Questions
To start, connect both your Customers.ai and simplecert accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in simplecert (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in simplecert. This includes choosing which data fields go into which fields of simplecert, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and simplecert typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and simplecert. 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.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout simplecert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
Learn More
