Customer.io

Integromat Updated July 03, 2020 15:55

The Customer.io modules allow you to track, create, update, and delete a customer event and customers in your Customer.io account.

Getting Started with Customer.io

Prerequisites

A Customer.io account

In order to use Customer.io with Integromat, it is necessary to have a Customer.io account. If you do not have one, you can create a Customer.io account at customer.io/signup.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Customer.io to Integromat

To connect your Customer.io account to Integromat you need to obtain the Site ID and API Key from your Customer.io account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Customer.io account and open your Dashboard.

2. Click Integrations > API .

3. Copy the Site ID and API Key to your clipboard.

4. Go to Integromat and open the Customer.io module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Site ID and Secret API Key fields, enter the Site ID and secret API key copied in step 3 respectively. Click Continue.

The connection has been established.

Actions

Track a Customer Event

Tracks a new customer event.

Connection	Establish a connection to your Customer.io account.
Customer ID	Enter the Customer ID whose events you want to track.
Event Name	Enter the event name which you want to track.
Event Type	Enter the event type. For example, to view the page events, enter page.
Data	Enter the custom data to include with the event. For example, `products`, `attachments`.

Create or Update a Customer

Creates a new customer or updates the existing one.

Connection	Establish a connection to your Customer.io account.
Customer ID	Enter the Customer ID for the new customer or the existing customer you want to update.
Email	Enter the email address of the customer.
Created At	Enter the ID at which the customer is created.
Attributes

Add People to Segment

Adds people to a manual segment.

Connection	Establish a connection to your Customer.io account.
Segment ID	Enter the Segment ID to which you want to add the people.
Customer IDs	Add the Customer IDs you want to add to the Segment ID.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Customer.io account.
Domain	Select the domain whose API calls you are making: api beta-api track
URL	Enter a path relative to `https://<api\|beta-api\|track>.customer.io/docs/api/`. For example: `/v1/api/cusotmers` For the list of available endpoints, refer to the Customer.io API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Customers

The following API call returns all tasks from your Customer.io account:

URL:
/v1/api/customers

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > results.
In our example, 5 were returned:

Delete a Customer

Deletes a customer and all their information from Customer.io.

Connection	Establish a connection to your Customer.io account.
Customer ID	Enter the Customer ID you want to delete.

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