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Customer.io + monday.com

Create or update persons in Customer.io when new items in board are added to monday.com

Enhance your CRM process with this workflow that connects monday.com and Customer.io. When a new item appears in your monday.com board, a person in your Customer.io is created or updated. This process ensures all customer details are promptly and accurately recorded, improving the efficiency and effectiveness of your marketing strategies.

Enhance your CRM process with this workflow that connects monday.com and Customer.io. When a new item appears in your monday.com board, a person in your Customer.io is created or updated. This process ensures all customer details are promptly and accurately recorded, improving the efficiency and effectiveness of your marketing strategies.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Customer.ioCustomer.io
    Create or Update a Person

    Creates a new person. If the person already exists, it will be updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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customerio logo

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.
Learn moreHelp

Related categories

  • Marketing Automation

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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