Connect Customer.io and ClickUp
Integrate Customer.io with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Lists in Space in ClickUp when Customer Events from Customer.io
List Workspaces from ClickUp when Customer Events from Customer.io
List Spaces in ClickUp when Customer Events from Customer.io
List Tasks from ClickUp when Customer Events from Customer.io
List Folders in ClickUp when Customer Events from Customer.io
Popular Customer.io + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Find Lists in Space in ClickUp when Customer Events from Customer.io
Use this flowList Workspaces from ClickUp when Customer Events from Customer.io
Use this flowList Spaces in ClickUp when Customer Events from Customer.io
Use this flowList Tasks from ClickUp when Customer Events from Customer.io
Use this flowList Folders in ClickUp when Customer Events from Customer.io
Use this flowCreate Task in ClickUp when Customer Events from Customer.io
Use this flowGet User Profile from ClickUp when Customer Events from Customer.io
Use this flowCreate List in ClickUp when Customer Events from Customer.io
Use this flowUpdate Task in ClickUp when Customer Events from Customer.io
Use this flowUpdate a List in Clickup when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Do thisActions
Action is the task that follows automatically within your Customer.io integrations.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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.
Learn moreSimilar apps
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Customer.io and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in Customer.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Customer.io and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
