Connect Customer.io and Jotform to Build Intelligent Automations

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Customer.io

When this happens...

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Jotform

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Ready to use Customer.io and Jotform automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Events

Customer Events

Triggers when Events are performed on customer

Email Events

Email Events

Triggers when Events are performed on Email.

In-app Message Events

In-app Message Events

Triggers when Events are performed on messages.

Push Events

Push Events

Triggers when a push notification is drafted.

SMS Events

SMS Events

Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).

Slack Events

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

List campaigns

Returns a list of all of your collections, including the name and schema for each collection.

Create manual segment

Create manual segment

Create a manual segment with a name and a description. This request creates an empty segment

Delete a segment

Delete a segment

Delete a manual segment.

Create Form

Create Form

Create a new form to collect responses.

List Forms

List Forms

List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.

Create Submission

Create Submission

Create a Jotform submission from provided responses and return the submission ID and URL.

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Step by step guides to integrate Customer.io and Jotform

Frequently Asked Questions

How do I start an integration between Customer.io and Jotform?

To start, connect both your Customer.io and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Customer.io triggers actions in Jotform (or vice versa).

Can we customize how data from Customer.io is recorded in Jotform?

Absolutely. You can customize how Customer.io data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customer.io and Jotform?

The data sync between Customer.io and Jotform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customer.io to Jotform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customer.io and Jotform?

Yes, you can set conditional logic to control the flow of data between Customer.io and Jotform. 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.

Customer.io

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.

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Jotform

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

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