# Customer Fields AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Customer Fields and helps you build forms and collect and organize responses, running 4 Customer Fields actions for you like Update Customer, Create Customer, and List Form ID Options. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Customer Fields and reports back. Viktor connects in one click via OAuth. - Tool: Customer Fields - Category: Productivity - Connection: One-click OAuth - Actions available: 4 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/customer-fields ## What can you ask Viktor to do in Customer Fields? - "Build a Customer Fields form for this intake process and share the link." - "Pull this week's Customer Fields responses into a sheet and summarize the themes." - "Watch Customer Fields for new submissions and post them to the channel as they come in." - "Find the incomplete Customer Fields responses and draft a reminder to finish." ## What can Viktor do in Customer Fields? (4 actions) - **List Customer ID Options** - Retrieves available options for the Customer ID field. - **List Form ID Options** - Retrieves available options for the Form ID field. - **Update Customer** - Update an existing customer's information with new provided data. - **Create Customer** - Create a new customer with detailed attributes using the provided data. ## How does Viktor work with Customer Fields? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Customer Fields with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Customer Fields actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Customer Fields AI agent? A Customer Fields AI agent is an AI that connects to your Customer Fields account and completes work in it - it doesn't just answer questions about Customer Fields, it takes the actions. Viktor is that agent: an AI employee that works in Customer Fields on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Customer Fields actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Customer Fields Create customer sign-up forms as unique as your business, and save custom data to customer accounts. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Customer Fields actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Customer Fields? Yes. Customer Fields is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Customer Fields from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Customer Fields to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Customer Fields, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Customer Fields? Viktor can run 4 Customer Fields actions, including Update Customer, Create Customer, and List Form ID Options - and chain them with other tools in a single request. In practice that means Viktor helps you build forms and collect and organize responses. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Customer Fields? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Customer Fields actions to take, runs them, and reports back. ### Is my Customer Fields data secure with Viktor? Yes. Viktor connects to Customer Fields in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Customer Fields integration cost? Nothing extra - every integration, including Customer Fields, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Customer Fields together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Customer Fields, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Customer Fields together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.