Connect Customers.ai and Tookan
Integrate Customers.ai with Tookan to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Customers.ai and Tookan
Supported Triggers & Actions
Everything you can automate between Customers.ai and Tookan.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create a Pickup and Delivery Task
Creates a Pick and Delivery Task.
Create a Pickup Task
Create a new Pick Up Task.
Create an Appointment Task
Create an Appointment Task.
Create an FOS Workflow Task
Creates an FOS workflow Task.
Create a Team
Create a New Team.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn more
About Tookan
Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customers.ai and Tookan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Customers.ai and Tookan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Tookan. No coding required.
Yes. You can set up a workflow where Customers.ai triggers actions in Tookan, and a separate workflow where Tookan triggers actions in Customers.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Customers.ai and Tookan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customers.ai and Tookan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
