Connect ITM Platform and Customers.ai to Build Intelligent Automations
Enable Integrations or automations with these events of ITM Platform and Customers.ai
Enable Integrations or automations with these events of ITM Platform and Customers.ai
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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 ITM Platform and Customers.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in Customers.ai (or vice versa).
Absolutely. You can customize how ITM Platform 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 ITM Platform 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 ITM Platform 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 ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
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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