Connect Customer.io and Cloze
Integrate Customer.io with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when Customer Events from Customer.io
Create ToDo in Cloze when Customer Events from Customer.io
Add a Communication Record in Cloze when Customer Events from Customer.io
Create a Person in Cloze when Customer Events from Customer.io
Create a Project in Cloze when Customer Events from Customer.io
Popular Customer.io + Cloze 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
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when Customer Events from Customer.io
Use this flowCreate ToDo in Cloze when Customer Events from Customer.io
Use this flowAdd a Communication Record in Cloze when Customer Events from Customer.io
Use this flowCreate a Person in Cloze when Customer Events from Customer.io
Use this flowCreate a Project in Cloze when Customer Events from Customer.io
Use this flowCreate Timeline Event in Cloze when Customer Events from Customer.io
Use this flowCreate a Note in Cloze when Customer Events from Customer.io
Use this flowList all Project from Cloze when Customer Events from Customer.io
Use this flowList People from Cloze when Customer Events from Customer.io
Use this flowList Companies from Cloze when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Cloze.
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.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
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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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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
