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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission Arrives
runs when New Submission Arrives
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
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
To start, connect both your Customers.ai and Youform accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Youform (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Youform. This includes choosing which data fields go into which fields of Youform, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Youform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and Youform. 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.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout Youform
Youform is a versatile platform designed to streamline the creation and management of online forms and surveys. Ideal for businesses and individuals looking to gather data efficiently, Youform offers customizable templates and advanced analytics to enhance user engagement and data collection.
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