Data automations: Zapier-like data transformations in Customer.io

November 30, 2021 Data / Integrations Ui / Improvements Api / Developers

This feature lets you trigger an automation with data of any shape, from any HTTPS source outside of Customer.io. You can transform your incoming data, associating it with a person (as an event), updating a person (with an identify call), or even transform it and send it to a third party.

Data automations: Zapier-like data transformations in Customer.io

When you set up an automation, you can use the new Data arrives via webhook option. Provide this unique URL to an external service, like Satismeter, Stripe, or Zendesk, to send data to your workspace.

Then, in your data automation, you can reshape your incoming data using liquid—like {{trigger.<property>}}. This lets you access properties from your incoming data and re-shape them:

As an event that triggers an automation to a person
As an attribute update to add information to a person
As a Slack notification to alert a channel when high-priority events happen

sequenceDiagram Participant A as Incoming service Participant B as Customer.io Participant C as Person C->>A: Person does something in your system A->>B: Trigger webhook rect rgb(229, 254, 249) Note over B,C: Update attributes B->>B: Identify person with webhook data end rect rgb(229, 254, 249) Note over B,C: Send messages B->>B: transform data to event B->>C: trigger message automation end

This is just the first iteration of our data automation feature. We’re planning to expand this feature in new and exciting ways. If you have a particular use case for external data in Customer.io, let us know how we can help you!

Go to the docs →