Connect Google Docs and Customer.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Choose an Action
Automatically do this!
List campaigns
Create manual segment
Delete a segment
Ready to use Google Docs and Customer.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Runs when a new Google Docs document is created within the chosen time window.
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).
Do thisActions
Action is the task that follows automatically within your Google Docs integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Document Content
Retrieve title and plain text
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
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Step by step guides to integrate Google Docs and Customer.io
Frequently Asked Questions
To start, connect both your Google Docs and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and Customer.io 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 Google Docs and Customer.io. 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreAbout 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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