Add Person to Group
Tool to add people to a group in Customer.io. Groups represent objects like companies, accounts, or projects that people belong to. Use when you need to establish relationships between people and organizational entities.
Customer.io
24 tools available
Customer.io is a customer engagement platform that enables businesses to send targeted messages to their customers through various channels, including email, SMS, and push notifications.
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Tools & actions 24
Create Profile Alias
Tool to create an alias to merge multiple profiles in Customer.io. Use when you need to support multiple identifiers for a single person. The alias operation moves all data from the previous_id profile to the user_id profile, consolidating them into a single canonical profile.
Suppress Customer Profile
Suppress a customer profile to permanently delete it and prevent re-adding with the same identifier. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. Suppression also deletes the customer profile - you don't need to call a separate delete endpoint. Use this for GDPR/CCPA compliance requests. The operation is irreversible and prevents any future attempts to re-add a person with the same identifier (email or ID).
Get Integrations
Tool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
Get Messages
Tool to retrieve a list of messages sent from your workspace. Use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Get Segment Details
Tool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
Get Segments
Tool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
Get Trigger
Retrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data. Use this after triggering a broadcast to verify its configuration and check the data used for message personalization.
Get Broadcast Triggers
Retrieve all API trigger instances for a specific broadcast/campaign. Returns trigger metadata including IDs, creation timestamps, and processing status. Use after triggering a broadcast to list all its trigger executions.
Get Customer.io Workspace Webhooks
Retrieves all reporting webhook configurations from the Customer.io workspace. Reporting webhooks send event notifications (message sent, opened, clicked, etc.) to your specified endpoints. Use this to list all configured webhooks and their settings including subscribed events, endpoints, and status. Returns an empty list if no webhooks are configured.
Identify Person
Tool to identify a person and assign traits to them in Customer.io. Creates a new person profile if it doesn't exist, or updates an existing one. Use when adding new users, updating user profiles, or tracking anonymous visitors. Either user_id or anonymous_id must be provided.
List Collections
Tool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
List IP Addresses
Tool to retrieve the list of IP addresses used by Customer.io for sending messages. Use when you need to allowlist or configure firewall rules for Customer.io's sending infrastructure.
List Newsletters
Tool to list all newsletters. Use when paginating through newsletter metadata.
List Snippets
Tool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
List Transactional Messages
Lists all transactional message templates in your Customer.io workspace. Returns the ID and name (trigger name) for each template. Use this when you need to discover available transactional message templates or retrieve their IDs for sending messages via the API.
Report Push Notification Events
Tool to report push notification events to Customer.io. Use when you need to track device-side push events (opened, converted, delivered). IMPORTANT: This endpoint is deprecated. Use the metrics endpoint instead for reporting push events. This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials.
Send Batch CDP Calls
Send multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request. Use this to efficiently send multiple events or profile updates in one API call. The batch endpoint supports up to 500KB total with 32KB per individual call. Each call in the batch can be a different type (identify, track, page, screen, group, or alias). Requirements by call type: - identify/track/page/screen: Require userId or anonymousId - group: Requires groupId (and userId or anonymousId) - track: Requires event name - alias: Requires userId and previousId Note: This action uses the CDP API base URL (https://cdp.customer.io/v1) which differs from the Track API base URL used by some other Customer.io actions.
Track Event
Tool to send an event associated with a person in Customer.io. Records actions users take, along with properties that describe the action. Use when you need to track user behavior, conversions, or custom events for segmentation and campaigns.
Track Page View
Tool to track page view events for website visitors in Customer.io. Use when recording user navigation or page impressions on your website. IMPORTANT: This action requires CDP API credentials (Bearer token), not Track API or App API credentials. Either user_id or anonymous_id must be provided to identify the viewer. Include properties like url, title, and path to enrich analytics and segmentation capabilities.
Track Screen View
Track mobile screen views in Customer.io for analytics and user journey tracking. Records when a user views a screen in your mobile app. Use this when you need to: - Track user navigation patterns in mobile apps - Record screen views for engagement analytics - Trigger workflows based on specific screen visits - Build user journey maps based on screen flow Requirements: - Provide either userId (for known users) or anonymousId (for anonymous users) - Screen name is required to identify which screen was viewed - Optionally include properties for additional context (platform, category, etc.) Note: This endpoint uses the CDP API (cdp.customer.io), not the standard App API.
Trigger Broadcast
Manually trigger a Customer.io broadcast/campaign to send messages to a defined audience. Use this when you need to: - Send a pre-configured broadcast to specific recipients (by ID or email) - Override the broadcast's default UI-defined audience with custom filtering - Provide personalization data for Liquid template variables - Send individualized content using per_user_data Requirements: - broadcast_id: Must be a valid broadcast ID from Customer.io (find in broadcast's Triggering Details) - Audience: Provide exactly ONE of: recipients, ids, emails, per_user_data, or data_file_url Rate Limits: This endpoint allows one request every 10 seconds per broadcast.
Unsubscribe from Delivery
Tool to handle custom unsubscribe requests for email deliveries in Customer.io. Use when you need to unsubscribe a person from emails and attribute the action to a specific delivery. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. The unsubscribe action sets the person's unsubscribed attribute to true.
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