Connect Customer.io and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Customer.io and Wealthsimple
Enable Integrations or automations with these events of Customer.io and Wealthsimple
Triggers
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.
Actions
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.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Customer.io and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Customer.io triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Customer.io data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Customer.io and Wealthsimple 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 Wealthsimple. 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.
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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About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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