Connect Coda and Customer.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
Choose an Action
Automatically do this!
List campaigns
Create manual segment
Delete a segment
Ready to use Coda and Customer.io automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is created
Updated Row
Triggers when a new row is updated within the selected table
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
Do thisActions
Action is the task that follows automatically within your Coda integrations.
Find a Row
Search for a Coda Row in the selected table using a column match search.
Create a Row
Creates a row in an existing table
Copy a Doc
Creates a copy of the specified Coda doc.
Deletes a doc
deletes a Coda doc.
Update Row
Updates an existing row in the selected table.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
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Frequently Asked Questions
To start, connect both your Coda and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how Coda data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between Coda and Customer.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Coda and Customer.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Coda
Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.
Learn MoreAbout Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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