Connect Customers.ai and Vincario to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Vincario

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Request a new Action for Customers.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Vincario 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 Vincario?

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 Vincario?

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

About Vincario

Vincario is a platform that specializes in providing advanced AI-driven solutions for document and data management. It offers tools for efficient data extraction, processing, and analysis, making it ideal for businesses looking to streamline their document workflows and enhance data accuracy.

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