
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when Events are performed on customer
Triggers when Events are performed on Email.
Triggers when Events are performed on messages.
Triggers when a push notification is drafted.
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Action is the task that follows automatically within your Customer.io integrations.
Returns a list of all of your collections, including the name and schema for each collection.
Create a manual segment with a name and a description. This request creates an empty segment
Delete a manual segment.
Retrieve the list of all users
Create an Purchase.
Create an event.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Customer.io and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Customer.io triggers actions in karlia (or vice versa).
Absolutely. You can customize how Customer.io data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Customer.io and karlia typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customer.io and karlia. 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 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 MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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