Connect Customers.ai and Wbiztool to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Wbiztool

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Send Advance Whatapp Message

Send Advance Whatapp Message

Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.

Send Image File With Text on WhatsApp

Send Image File With Text on WhatsApp

Send Image WhatsApp message from your personal WhatsApp account with any trigger.

Send Text Only Whatsapp Message

Send Text Only Whatsapp Message

Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.

Send PDF File With Text on WhatsApp

Send PDF File With Text on WhatsApp

Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Wbiztool 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 Wbiztool?

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 Wbiztool?

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

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

Learn More