Connect Customers.ai and Twenty to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Twenty

Automatically do this!

Ready to use Customers.ai and Twenty automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Triggers when a new message is created

Updated Message

Updated Message

Triggers when an existing message is updated

New Favorite

New Favorite

Triggers when a new favorite is created

New Attachment

New Attachment

Triggers when a new attachment is created

New Blocklist

New Blocklist

Triggers when a new blocklist is created

New Note

New Note

Triggers when a new note is created

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

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

Create Company

Create Company

Creates a new company

Update Company

Update Company

Update an existing company

Delete Company

Delete Company

delete a specific company

List All Companies

List All Companies

Retrieves a list of companies

List All Attachments

List All Attachments

Retrieves a list of attachments

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Twenty 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 Twenty?

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 Twenty?

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

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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Twenty

About Twenty

Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.

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