Connect Customers.ai and SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Send SMS
Enable Integrations or automations with these events of Customers.ai and SMS
Enable Integrations or automations with these events of Customers.ai and SMS
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Send SMS
Sends a new SMS message to a specified phone number.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Customers.ai and SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in SMS (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in SMS. This includes choosing which data fields go into which fields of SMS, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and SMS 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 SMS. 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 SMS
MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.
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