Connect Customers.ai and Totango to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Totango

Automatically do this!

Enable Integrations or automations with these events of Customers.ai and Totango

Enable Integrations or automations with these events of Customers.ai and Totango

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

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Frequently Asked Questions

How do I start an integration between Customers.ai and Totango?

To start, connect both your Customers.ai and Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Totango (or vice versa).

Can we customize how data from Customers.ai is recorded in Totango?

Absolutely. You can customize how Customers.ai data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customers.ai and Totango?

The data sync between Customers.ai and Totango typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customers.ai to Totango?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customers.ai and Totango?

Yes, you can set conditional logic to control the flow of data between Customers.ai and Totango. 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.