Connect Customers.ai and Simplesat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Get Surveys
List Questions
Upsert Customer
Create Member
Update Customer
Create/Update Customer
Enable Integrations or automations with these events of Customers.ai and Simplesat
Enable Integrations or automations with these events of Customers.ai and Simplesat
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
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Frequently Asked Questions
To start, connect both your Customers.ai and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Simplesat. This includes choosing which data fields go into which fields of Simplesat, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Simplesat 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 Simplesat. 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 Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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