Connect Customer.io and Office 365
Integrate Customer.io with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Office 365 when Customer Events from Customer.io
Create Draft Email in Office-365 when Customer Events from Customer.io
Create Event in Office-365 when Customer Events from Customer.io
Delete Event in Office-365 when Customer Events from Customer.io
Update Contact in Office-365 when Customer Events from Customer.io
Popular Customer.io + Office 365 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
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Create Contact in Office 365 when Customer Events from Customer.io
Use this flowCreate Draft Email in Office-365 when Customer Events from Customer.io
Use this flowCreate Event in Office-365 when Customer Events from Customer.io
Use this flowDelete Event in Office-365 when Customer Events from Customer.io
Use this flowUpdate Contact in Office-365 when Customer Events from Customer.io
Use this flowCreate Contact in Office 365 when Email Events in Customer
Use this flowCreate Draft Email in Office-365 when Email Events in Customer
Use this flowCreate Event in Office-365 when Email Events in Customer
Use this flowDelete Event in Office-365 when Email Events in Customer
Use this flowUpdate Contact in Office-365 when Email Events in Customer
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Office 365.
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.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Customer.io and Office 365 workflows.
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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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Office 365 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 Office 365 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 Office 365. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Office 365, and a separate workflow where Office 365 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 Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
