Connect Customers.ai and TemplateDocs to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and TemplateDocs
Enable Integrations or automations with these events of Customers.ai and TemplateDocs
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your Customers.ai and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and TemplateDocs 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 TemplateDocs. 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 TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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