Plumsail Documents + Customer.io Integrations

Zapier lets you send info between Plumsail Documents and Customer.io automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
- IdRequired
  A unique identifier for the person. This is usually the user id generated when an account is created with your product or service. If such an id doesn't exist, set this to an email address, instead.
- Email Address
  The person's email address. This field is optional, but recommended when creating a new person in your Customer.io account.
- Attributes
  Add any attributes which would be useful. e.g. Name: John Doe.
Action
Write
- IdRequired
  A unique identifier for the person. This is usually the user id generated when an account is created with your product or service. If such an id doesn't exist, set this to an email address, instead.
- Event NameRequired
  The name of the event you want to track.
- Event Data
  Any related information you’d like to attach to this event.
Action
Write

- Process NameRequired
Action
Write
- Anonymous Event NameRequired
  The name of the anonymous event you want to track. Learn about anonymous events here.
- Anonymous IDRequired
  The unique id the event will be stored against. Learn more here.
- Anonymous Event Data
  Any related information you’d like to attach to this anonymous event.
Action
Write

How to connect Plumsail Documents + Customer.io

Step 1: Authenticate Plumsail Documents and Customer.io.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Customer.io

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more