Team
Shared credential for production and unattended runs.
Connect Customer.io with Hookshot™ and your stack
Customer.io is a customer engagement platform that enables businesses to send targeted messages to their customers through various channels, including email, SMS, and push notifications.
Tools and triggers
What Agents can do in Customer.io
Available tools and events after Customer.io is connected.
-
Add Person to Group
Tool to add people to a group in Customer.io. Groups represent objects like companies, accounts, or projects that people belong to. Use when you need to establish relationships between people and organizational entities.
-
Create Profile Alias
Tool to create an alias to merge multiple profiles in Customer.io. Use when you need to support multiple identifiers for a single person. The alias operation moves all data from the previous_id profile to the user_id…
-
Get Broadcast Triggers
Retrieve all API trigger instances for a specific broadcast/campaign. Returns trigger metadata including IDs, creation timestamps, and processing status. Use after triggering a broadcast to list all its trigger…
-
Get Customer.io Workspace Webhooks
Retrieves all reporting webhook configurations from the Customer.io workspace. Reporting webhooks send event notifications (message sent, opened, clicked, etc.) to your specified endpoints. Use this to list all…
-
Get Integrations
Tool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
-
Get Messages
Tool to retrieve a list of messages sent from your workspace. Use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
-
Get Segment Details
Tool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
-
Get Segment Membership
Tool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
-
Get Segments
Tool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
-
Get Trigger
Retrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data. Use this after triggering a broadcast to verify…
-
Identify Person
Tool to identify a person and assign traits to them in Customer.io. Creates a new person profile if it doesn't exist, or updates an existing one. Use when adding new users, updating user profiles, or tracking anonymous…
-
List Collections
Tool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
-
List IP Addresses
Tool to retrieve the list of IP addresses used by Customer.io for sending messages. Use when you need to allowlist or configure firewall rules for Customer.io's sending infrastructure.
-
List Newsletters
Tool to list all newsletters. Use when paginating through newsletter metadata.
-
List Snippets
Tool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
-
List Transactional Messages
Lists all transactional message templates in your Customer.io workspace. Returns the ID and name (trigger name) for each template. Use this when you need to discover available transactional message templates or…
-
Send Batch CDP Calls
Send multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request. Use this to efficiently send multiple events or profile updates in one API call. The batch endpoint supports up to 500KB…
-
Suppress Customer Profile
Suppress a customer profile to permanently delete it and prevent re-adding with the same identifier. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials…
-
Track Event
Tool to send an event associated with a person in Customer.io. Records actions users take, along with properties that describe the action. Use when you need to track user behavior, conversions, or custom events for…
-
Track Page View
Tool to track page view events for website visitors in Customer.io. Use when recording user navigation or page impressions on your website. IMPORTANT: This action requires CDP API credentials (Bearer token), not Track…
-
Track Screen View
Track mobile screen views in Customer.io for analytics and user journey tracking. Records when a user views a screen in your mobile app. Use this when you need to: - Track user navigation patterns in mobile apps -…
-
Trigger Broadcast
Manually trigger a Customer.io broadcast/campaign to send messages to a defined audience. Use this when you need to: - Send a pre-configured broadcast to specific recipients (by ID or email) - Override the broadcast's…
-
Unsubscribe From Delivery
Tool to handle custom unsubscribe requests for email deliveries in Customer.io. Use when you need to unsubscribe a person from emails and attribute the action to a specific delivery. IMPORTANT: This action requires…
Setup
Connect Customer.io in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
