Customer.io is an API Key based integration and does not require the setup of an app.

Required Credentials of a Linked Account

To successfully connect with the Customer.io integration, a Linked Account or an end-user will need to provide the following to connect:

  1. API Key
  2. Site ID

To understand how a Linked Account can get the above mentioned credentials, refer below.

Getting Credentials of Customer.io

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

  1. Log in to your Customer.io account.
  2. Click on the Gear icon in the top nav bar and click on Account Settings option.
  1. Select API Credentials option > Click on Create Track API Key > Provide a Name and select a Workspace > Click on Create Track API Key button.
  2. Copy the Site ID and API Key displayed.

Actions and triggers

In Cobalt, you can create orchestrations of your use-cases using Customer.io actions and triggers. Following are the set of Customer.io actions and triggers supported by Cobalt.