Connect Formo and Customers.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
Create Contact
Ready to use Formo and Customers.ai automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a form is submitted.
Do thisActions
Action is the task that follows automatically within your Formo 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 Formo and Customers.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Formo triggers actions in Customers.ai (or vice versa).
Absolutely. You can customize how Formo data is recorded in Customers.ai. This includes choosing which data fields go into which fields of Customers.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Formo and Customers.ai 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 Formo and Customers.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.
About Formo
Formo is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and analyze responses in real-time.
Learn MoreAbout Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
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