Connect Customer.io and Guidebook
Integrate Customer.io with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when Customer Events from Customer.io
Create a Custom List Item in Guidebook when Customer Events from Customer.io
Create a Custom List in Guidebook when Customer Events from Customer.io
Create Menu Item in Guidebook when Customer Events from Customer.io
Create Attendees in Guidebook when Customer Events from Customer.io
Popular Customer.io + Guidebook 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
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when Customer Events from Customer.io
Use this flowCreate a Custom List Item in Guidebook when Customer Events from Customer.io
Use this flowCreate a Custom List in Guidebook when Customer Events from Customer.io
Use this flowCreate Menu Item in Guidebook when Customer Events from Customer.io
Use this flowCreate Attendees in Guidebook when Customer Events from Customer.io
Use this flowConnect Item to Main Custom List in Guidebook when Customer Events from Customer.io
Use this flowCreate a Session in Guidebook when Customer Events from Customer.io
Use this flowUpdate a Session in Guidebook when Customer Events from Customer.io
Use this flowDelete a Session in Guidebook when Customer Events from Customer.io
Use this flowCreate a Folder in Guidebook when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Guidebook.
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.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Guidebook 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 Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
