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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Systeme.io integrations.
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
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 Systeme.io and Customers.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Systeme.io triggers actions in Customers.ai (or vice versa).
Absolutely. You can customize how Systeme.io 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 Systeme.io 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 Systeme.io 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 Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
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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