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

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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.

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Getting Credentials of Customer.io

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

Connect a Linked Account
  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.
Navigation in Customer.io
  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.
Getting Credentials

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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.

SetupSetup