Integrations Customers.ai Yay Forms
Customers.ai + Yay Forms

Connect Customers.ai and Yay Forms to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Yay Forms

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

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

Actions

Create Contact

Create Contact

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Yay Forms 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 Yay Forms?

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 Yay Forms?

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