An automated workflow using integromat
Connects SigParser + Customer.io
Turn emails into Customer.io contacts with SigParser
About this workflow template
This automation scenario allows you to connect SigParser and Customer.io
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
SigParser and Customer.io can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in SigParser
Watch Contacts in SigParser
Triggers when a contact is created or updated.
Then this action happens in Customer.io
Create or Update a Customer in Customer.io
Creates a new customer or updates the existing one.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Turn emails into Customer.io contacts with SigParser.
Part I
Configure Applications
First, we need to connect SigParser and Customer.io to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect SigParser to Make.com.
Give Make.com access to your SigParser account, using SigParser credentials.
Connect Customer.io to Make.com.
Give Make.com access to your Customer.io account, using Customer.io credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for SigParser
Choose the following trigger: Watch Contacts (Triggers when a contact is created or updated.).
Then set up an Action for Customer.io
Choose this action: Create or Update a Customer (Creates a new customer or updates the existing one.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SigParser and Customer.io.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Turn emails into Customer.io contacts with SigParser!
Related Automation Templates
Supported triggers and actions
Test trigger
Test trigger.
triggerbyzapierConfigure webhooks
Triggers on create customers, create events, and several others.
triggerbypabbly-connectCreate or update a person
Creates a new person. If the person already exists, it will be updated.
actionbyzapierCreate or update a customer
Creates a new customer or updates the existing one.
actionbyintegromatCreate event
Creates an event.
actionbyzapierintegratelypabbly-connectDelete customer
Deletes a customer.
actionbyzapier
Parse email signature
Parse contact details from an email with a signature.
actionbyzapierTag contact
Tags a contact from SigParser
actionbyzapierUpsert contact
Insert or Update Contact.
actionbyzapierSearch tags
Finds a tag. Each tag has a type and then a name.
actionbyzapierCreate contact
Creates or updates a contact.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
