Integrate Customer.io with SimpleCert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Project in SimpleCert when Customer Events from Customer.io
Create New Project in SimpleCert when Email Events in Customer
Create New Project in SimpleCert when In-app Message Events in Customer
Create New Project in SimpleCert when Push Events in Customer
Create New Project in SimpleCert when SMS Events in Customer
Start from a real workflow other teams are already running.
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
SimpleCert
Automatically do this!
Create New Project
Create New Project in SimpleCert when Customer Events from Customer.io
Use this flowCreate New Project in SimpleCert when Email Events in Customer
Use this flowCreate New Project in SimpleCert when In-app Message Events in Customer
Use this flowCreate New Project in SimpleCert when Push Events in Customer
Use this flowCreate New Project in SimpleCert when SMS Events in Customer
Use this flowCreate New Project in SimpleCert when Slack Events in Customer
Use this flowList campaigns in Customer when New Project Created in SimpleCert
Use this flowCreate manual segment in Customer when New Project Created in SimpleCert
Use this flowDelete a segment in Customer when New Project Created in SimpleCert
Use this flowList campaigns in Customer when New Recipient Added to SimpleCert
Use this flowEverything you can automate between Customer.io and SimpleCert.
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.
Create a certificate project

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreSimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
Learn moreSign up for a free viaSocket account, then authorize both your Customer.io and SimpleCert 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 SimpleCert 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 SimpleCert. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in SimpleCert, and a separate workflow where SimpleCert 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 SimpleCert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and SimpleCert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.