Connect Office 365 and Customer.io
Integrate Office 365 with Customer.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List campaigns in Customer when New Contact in Office 365
Create manual segment in Customer when New Contact in Office 365
Delete a segment in Customer when New Contact in Office 365
Create Draft Email in Office-365 when Customer Events from Customer.io
Create Event in Office-365 when Customer Events from Customer.io
Popular Office 365 + Customer.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Office 365
When this happens...
New Contact
Choose an action
Customer.io
Automatically do this!
List campaigns
Create manual segment
Delete a segment
List campaigns in Customer when New Contact in Office 365
Use this flowCreate manual segment in Customer when New Contact in Office 365
Use this flowDelete a segment in Customer when New Contact in Office 365
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 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 flowSupported Triggers & Actions
Everything you can automate between Office 365 and Customer.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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 Office 365 integrations.
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.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Office 365 and Customer.io workflows.
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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!
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Office 365 and Customer.io 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 Office 365 and Customer.io 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 Customer.io. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in Customer.io, and a separate workflow where Customer.io triggers actions in Office 365. 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 Office 365 and Customer.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and Customer.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
