Trigger Broadcast
CUSTOMERIO_TRIGGER_BROADCASTManually trigger a pre-configured Customer.io broadcast to send messages to your audience immediately, with the option to customize recipients and personalize content for each user.
Customer.io
24 actions for Customer.io workflows.
Operations are the actions a workflow can take in Customer.io, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Manage and monitor marketing campaigns and newsletters in Customer.io. Use these operations to trigger broadcasts, retrieve trigger details, and list available newsletters when building automated marketing workflows.
Trigger Broadcast
CUSTOMERIO_TRIGGER_BROADCASTManually trigger a pre-configured Customer.io broadcast to send messages to your audience immediately, with the option to customize recipients and personalize content for each user.
Get Broadcast Triggers
CUSTOMERIO_GET_TRIGGERSRetrieve all trigger instances associated with a specific broadcast campaign, including their metadata and processing status. Use this to monitor and track how your automated messages are being triggered and executed.
Get Trigger
CUSTOMERIO_GET_TRIGGERRetrieve detailed information about a specific broadcast trigger, including its configuration, campaign details, and personalization settings. This helps you verify that broadcasts are set up correctly and understand what data is being used to customize messages.
List Newsletters
CUSTOMERIO_LIST_NEWSLETTERSRetrieve all newsletters you've created in Customer.io, helping you see an overview of your communication campaigns and their settings. This is useful when you need to find specific newsletters or review your complete newsletter library.
Access your Customer.io workspace settings and infrastructure details. These operations let you view IP addresses, collections, integrations, webhooks, and code snippets for setting up and managing your account configuration.
Get Customer.io Workspace Webhooks
CUSTOMERIO_GET_WEBHOOKSRetrieve all webhook configurations set up in your Customer.io workspace to see which events are being tracked and where notifications are being sent.
Get Integrations
CUSTOMERIO_GET_INTEGRATIONSRetrieve a complete list of all integrations currently configured in your Customer.io workspace to see what tools and services are connected to your account.
List Collections
CUSTOMERIO_LIST_COLLECTIONSView all your customer segments and lists to understand your audience organization and manage your targeted communication campaigns.
List IP Addresses
CUSTOMERIO_LIST_IP_ADDRESSESRetrieve all IP addresses that Customer.io uses to send emails and messages, so you can configure your email infrastructure or firewall to properly receive their communications.
List Snippets
CUSTOMERIO_LIST_SNIPPETSRetrieve all saved text snippets from your Customer.io workspace that you can reuse across emails, messages, and campaigns.
Send customer behavior data to Customer.io for tracking and personalization. Use these operations to log page views, screen views, custom events, push notification events, and batch CDP calls that fuel segmentation and targeting.
Send Batch CDP Calls
CUSTOMERIO_SEND_BATCHSend multiple customer data events and profile updates to Customer.io in a single efficient batch request, reducing API calls and improving performance when managing customer interactions at scale.
Track Event
CUSTOMERIO_TRACK_EVENTRecords specific user actions and behaviors in Customer.io, enabling you to track conversions, purchases, feature usage, and other important events that trigger personalized marketing campaigns.
Report Push Notification Events
CUSTOMERIO_REPORT_PUSH_EVENTSReports push notification events (opens, conversions, deliveries) to Customer.io to track how customers interact with your push messages. Use this to keep your customer engagement data synchronized and understand push campaign performance.
Track Page View
CUSTOMERIO_TRACK_PAGERecords when a visitor views a page on your website, helping you track user navigation and behavior patterns. This data enriches your customer profiles and enables better segmentation for targeted marketing campaigns.
Track Screen View
CUSTOMERIO_TRACK_SCREENRecords when users view specific screens in your mobile app to understand navigation patterns and user engagement. This data helps you see how customers move through your app and triggers personalized follow-up actions based on their behavior.
Retrieve and manage transactional and campaign messages in Customer.io. These operations help you access message templates and transaction details when building workflows around customer communications.
Get Messages
CUSTOMERIO_GET_MESSAGESRetrieve a list of messages sent from your workspace with delivery metrics and details. Use this to track communication history, analyze message performance, and audit sent emails across your customer base.
List Transactional Messages
CUSTOMERIO_LIST_TRANSACTIONAL_MESSAGESRetrieve all transactional message templates available in your Customer.io workspace to discover which automated messages you can send and get their IDs for API integration.
Manage individual customer profiles and their identities in Customer.io. Use these operations to create aliases, identify customers, and suppress profiles when maintaining customer data and privacy compliance.
Identify Person
CUSTOMERIO_IDENTIFY_PERSONCreate or update customer profiles in Customer.io with their attributes and behavior data, enabling personalized communication and tracking. This ensures your customer data stays current and synchronized across all your marketing and messaging activities.
Create Profile Alias
CUSTOMERIO_CREATE_ALIASMerge multiple customer profiles in Customer.io by linking alternative identifiers to a single canonical profile, consolidating all their data and communication history.
Suppress Customer Profile
CUSTOMERIO_CUSTOMER_IO_SUPPRESS_PERSONPermanently remove a customer profile from your account and prevent it from ever being re-added using the same identifier. This is useful for honoring customer deletion requests and maintaining compliance with privacy regulations.
Work with customer segments and groups for targeted messaging. These operations let you check segment membership, retrieve segment details, manage group assignments, and organize customers for campaign personalization.
Add Person to Group
CUSTOMERIO_ADD_PERSON_TO_GROUPAssign customers to organizational groups like companies or projects, enabling you to segment and manage customer relationships at scale. This helps you organize your audience by account, department, or business entity for targeted communication.
Get Segments
CUSTOMERIO_GET_SEGMENTSRetrieves all segments from your Customer.io workspace so you can see which customer groups you've created and their configurations. This helps you understand your audience segmentation strategy and identify which segments are available for campaigns.
Get Segment Details
CUSTOMERIO_GET_SEGMENT_DETAILSRetrieves detailed information about a specific customer segment including its size, criteria, and member composition. Use this to understand segment characteristics before targeting them with campaigns or analyzing audience behavior.
Get Segment Membership
CUSTOMERIO_GET_SEGMENT_MEMBERSHIPRetrieve a list of customers who belong to a specific segment in your audience, allowing you to page through and access segment member details. This helps you identify and work with groups of customers that share common characteristics or behaviors.
Control customer communication preferences and subscription status. Use this operation to unsubscribe customers from specific delivery channels when managing their communication opt-outs.
Unsubscribe from Delivery
CUSTOMERIO_UNSUBSCRIBE_DELIVERYRemove a customer from a specific email delivery to prevent them from receiving that message. This lets you respect unsubscribe requests or remove people from campaigns they no longer want to receive.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.