Connect Signaturely and Customer.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Signaturely
Choose an Action
Automatically do this!
List campaigns
Create manual segment
Delete a segment
Ready to use Signaturely and Customer.io automations
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Actions and Triggers
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 Signaturely integrations.
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create signing request
Create a signature request from a selected template with a title and optional message; supports test mode.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
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Frequently Asked Questions
To start, connect both your Signaturely and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how Signaturely 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 Signaturely 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 Signaturely 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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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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