Connect Customer.io and ERP Docs
Integrate Customer.io with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when Customer Events from Customer.io
Create Document from Template in ERP Docs when Customer Events from Customer.io
Get Bulk Send Batch from ERP Docs when Customer Events from Customer.io
Get Bulk Send Rows from ERP Docs when Customer Events from Customer.io
Get Documents from ERP Docs when Customer Events from Customer.io
Popular Customer.io + ERP Docs 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
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when Customer Events from Customer.io
Use this flowCreate Document from Template in ERP Docs when Customer Events from Customer.io
Use this flowGet Bulk Send Batch from ERP Docs when Customer Events from Customer.io
Use this flowGet Bulk Send Rows from ERP Docs when Customer Events from Customer.io
Use this flowGet Documents from ERP Docs when Customer Events from Customer.io
Use this flowDownload Signed Document from ERP Docs when Customer Events from Customer.io
Use this flowSend Document Reminder via ERP Docs when Customer Events from Customer.io
Use this flowGet Workspaces from ERP Docs when Customer Events from Customer.io
Use this flowDelete Brand Profile in ERP Docs when Customer Events from Customer.io
Use this flowGet Brand Profiles from ERP Docs when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and ERP Docs.
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.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and ERP Docs 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 ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in ERP Docs, and a separate workflow where ERP Docs 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 ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
