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Customer.io

Reference

24 actions for Customer.io workflows.

01. Operations

Act on Customer.io from a workflow

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.

Campaigns

4 operations

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.

Action★ Featured

Trigger Broadcast

CUSTOMERIO_TRIGGER_BROADCAST

Manually 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.

10 input
Action

Get Broadcast Triggers

CUSTOMERIO_GET_TRIGGERS

Retrieve 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.

1 input
Action

Get Trigger

CUSTOMERIO_GET_TRIGGER

Retrieve 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.

2 input
Action

List Newsletters

CUSTOMERIO_LIST_NEWSLETTERS

Retrieve 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.

3 input

Configuration

5 operations

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.

Action

Get Customer.io Workspace Webhooks

CUSTOMERIO_GET_WEBHOOKS

Retrieve all webhook configurations set up in your Customer.io workspace to see which events are being tracked and where notifications are being sent.

Action

Get Integrations

CUSTOMERIO_GET_INTEGRATIONS

Retrieve a complete list of all integrations currently configured in your Customer.io workspace to see what tools and services are connected to your account.

Action

List Collections

CUSTOMERIO_LIST_COLLECTIONS

View all your customer segments and lists to understand your audience organization and manage your targeted communication campaigns.

Action

List IP Addresses

CUSTOMERIO_LIST_IP_ADDRESSES

Retrieve 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.

Action

List Snippets

CUSTOMERIO_LIST_SNIPPETS

Retrieve all saved text snippets from your Customer.io workspace that you can reuse across emails, messages, and campaigns.

Events

5 operations

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.

Action★ Featured

Send Batch CDP Calls

CUSTOMERIO_SEND_BATCH

Send 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.

1 input
Action★ Featured

Track Event

CUSTOMERIO_TRACK_EVENT

Records 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.

5 input
Action

Report Push Notification Events

CUSTOMERIO_REPORT_PUSH_EVENTS

Reports 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.

4 input
Action

Track Page View

CUSTOMERIO_TRACK_PAGE

Records 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.

4 input
Action

Track Screen View

CUSTOMERIO_TRACK_SCREEN

Records 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.

13 input

Messages

2 operations

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.

Action

Get Messages

CUSTOMERIO_GET_MESSAGES

Retrieve 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.

10 input
Action

List Transactional Messages

CUSTOMERIO_LIST_TRANSACTIONAL_MESSAGES

Retrieve 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.

Profiles

3 operations

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.

Action★ Featured

Identify Person

CUSTOMERIO_IDENTIFY_PERSON

Create 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.

4 input
Action

Create Profile Alias

CUSTOMERIO_CREATE_ALIAS

Merge multiple customer profiles in Customer.io by linking alternative identifiers to a single canonical profile, consolidating all their data and communication history.

2 input
Action

Suppress Customer Profile

CUSTOMERIO_CUSTOMER_IO_SUPPRESS_PERSON

Permanently 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.

1 input

Segments

4 operations

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.

Action★ Featured

Add Person to Group

CUSTOMERIO_ADD_PERSON_TO_GROUP

Assign 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.

3 input
Action★ Featured

Get Segments

CUSTOMERIO_GET_SEGMENTS

Retrieves 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.

Action

Get Segment Details

CUSTOMERIO_GET_SEGMENT_DETAILS

Retrieves 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.

1 input
Action

Get Segment Membership

CUSTOMERIO_GET_SEGMENT_MEMBERSHIP

Retrieve 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.

4 input

Subscriptions

1 operation

Control customer communication preferences and subscription status. Use this operation to unsubscribe customers from specific delivery channels when managing their communication opt-outs.

Action

Unsubscribe from Delivery

CUSTOMERIO_UNSUBSCRIBE_DELIVERY

Remove 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.

2 input
What now

Use Customer.io in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.