Connect Customer.io and Simplicate
Integrate Customer.io with Simplicate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Project in Simplicate when Customer Events from Customer.io
List All Organization in Simplicate when Customer Events from Customer.io
List All Expenses from Simplicate when Customer Events from Customer.io
List All Contact Person from Simplicate when Customer Events from Customer.io
List All Person from Simplicate when Customer Events from Customer.io
Popular Customer.io + Simplicate 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
Simplicate
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
Update Project in Simplicate when Customer Events from Customer.io
Use this flowList All Organization in Simplicate when Customer Events from Customer.io
Use this flowList All Expenses from Simplicate when Customer Events from Customer.io
Use this flowList All Contact Person from Simplicate when Customer Events from Customer.io
Use this flowList All Person from Simplicate when Customer Events from Customer.io
Use this flowList All Hours from Simplicate when Customer Events from Customer.io
Use this flowList All Employee from Simplicate when Customer Events from Customer.io
Use this flowList All Employee Custom Field Groups from Simplicate when Customer Events from Customer.io
Use this flowList All Employee Custom Field from Simplicate when Customer Events from Customer.io
Use this flowList All Leave from Simplicate when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Simplicate.
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 Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Simplicate 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 Simplicate 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 Simplicate. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Simplicate, and a separate workflow where Simplicate 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 Simplicate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Simplicate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
