Customer.io
The Customer.io piece in ZBrain Flow provides integration with the customer messaging platform, allowing you to track user activities and trigger communications directly from your workflows. This powerful connector enables you to record events, manage customer data, and interact with Customer.io Platform API without manual intervention. With Customer.io Platform integration, you can build automations that capture user behaviors, trigger personalized communications, update customer profiles, and synchronize customer information between systems. This piece is ideal for marketing and product teams looking to automate their customer messaging, create data-driven communication workflows, and ensure consistent customer journey management across their digital ecosystem.
How to Use Customer.io Platform in ZBrain Flow
Select Customer.io as Your Connection
Click on the '+' button in the Flow and search for Customer.io.
Select Customer.io.
Decide on the action you need, then select it. ZBrain Flow provides several options:
Create Event – Record user activities or system events in Customer.io.
Track Custom API Call – Send tracking requests to Customer.io API endpoints.
App Custom API Call – Interact with the api.customer.io endpoints for broader functionality.
How to Connect to Customer.io
Before using any Customer.io actions in ZBrain Flow, you'll need to set up a connection to your Customer.io account. This is a one-time setup that will allow you to access your customer messaging platform securely.
To create your Customer.io connection:
From any Customer.io action, click on the connection dropdown and select 'Create connection'.
In the pop-up window that appears, you'll need to:
Enter a descriptive 'Connection Name' to identify this Customer.io connection
From the 'Region' dropdown, select the appropriate region
In the 'Site ID' field, enter your Customer.io site identifier
In the 'API Key' field, enter your Customer.io tracking API Key
In the 'Bearer Token' field, enter your Customer.io APP API Token
Click 'Save' to store this connection
To obtain your Customer.io credentials:
For APP API Token: Find it in Account Settings
Note that the Track API Key and App API Key are different credentials used for different purposes
How to Create Events in Customer.io
Configuration Steps:
Connect to your Customer.io account following the steps in the "How to Connect to Customer.io" section.
In the 'Customer identifier' field, enter the unique identifier for the user associated with this event. This can be a user ID, email address, or Customer.io ID, depending on your workspace settings. This identifier links the event to a specific customer profile.
In the 'Event Name' field, enter a descriptive name for the action or event being recorded. For example: "viewed_product", "completed_purchase", or "abandoned_cart." Use this name to reference the event in your campaigns or segments.
From the 'parameters' dropdown, select how you want to provide event data:
'Key Value' - To add individual properties one by one
'JSON' - To provide all properties in a single JSON object
If you selected 'Key Value':
Click 'Add Item' to include additional data about the event
For each item, specify a key (property name) and its corresponding value
Add multiple properties by clicking 'Add Item' again for each additional data point
If you selected 'JSON':
Enter a JSON object containing all event properties in the 'JSON Body' field
For example:
{"product_id": "12345", "price": 99.99, "category": "electronics"}
After configuration, this action will record the specified event for the identified customer in your Customer.io account.
How to Access Advanced Customer.io Tracking Features
Configuration Steps:
Connect to your Customer.io account following the steps in the "How to Connect to Customer.io" section.
From the 'Method' dropdown, select the appropriate HTTP method (GET, POST, PUT, DELETE) for your tracking API request.
In the 'Headers' section, click 'Add Item' to add any custom headers needed for your request. Note that authorization headers are automatically injected from your connection.
In the 'Query Parameters' section, click 'Add Item' to add any URL parameters required.
In the 'Body' field, enter the JSON data to send in your request for POST or PUT methods.
Optionally enable 'No Error on Failure' if you want the flow to continue even if the API request fails.
Optionally set a 'Timeout' value in seconds to limit how long to wait for a response.
How to Access Customer.io Management API
For the 'App Custom API Call' action, you can follow the same configuration steps as described in the "How to Access Advanced Customer.io Tracking Features" section above.
Last updated