Integrations Customers.ai Windsor.ai
Customers.ai + Windsor.ai

Connect Customers.ai and Windsor.ai to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Windsor.ai

Automatically do this!

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

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

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Windsor.ai 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 Windsor.ai?

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 Windsor.ai?

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