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Customer.io + Rally Corp

Create persons in Customer.io when new tags are added to contacts in Rally Corp

Frustrated with manually managing your contacts across multiple systems? Then use this integration to keep your contacts in sync. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same person in Customer.io.

Frustrated with manually managing your contacts across multiple systems? Then use this integration to keep your contacts in sync. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same person in Customer.io.

  1. When this happens...
    Rally CorpRally Corp
    Triggers When a Tag Is Added

    Fetches contact details whenever a tag is added

    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?
    • Tag NameRequired

    • Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • First Name

    • Last Name

    • Email

    • Tags

    • Notes

    • Additional Custom Fields

    Action
    Write
    • IdRequired

    • Email Address

    • Attributes

    Action
    Write
    • IdRequired

    • Event NameRequired

    • Event Data

    Action
    Write
    • Campaign NameRequired

    • Phone NumberRequired

    • First Name

    • Last Name

    • Additional Custom Fields

    Action
    Write
    • Workflow KeywordRequired

    • From NumberRequired

    • To NumberRequired

    Action
    Write
    • Anonymous Event NameRequired

    • Anonymous IDRequired

    • Anonymous Event Data

    Action
    Write
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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

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  • Marketing Automation

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About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

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