manage_collection
Create, update, or delete a collection in your Customer.io workspace. Collections store reusable data (promotions, events, courses, etc.) that you can reference in campaigns with Liquid. You can provide data as JSON or point to a URL for CSV/JSON data.
list_collections
Retrieve all collections in your Customer.io workspace. Collections are sets of reusable data (promotions, events, courses, etc.) that you reference in campaigns with Liquid templates.
manage_manual_segment
Add or remove people from a manual segment. Manual segments are static groups that you manage explicitly, unlike data-driven segments that update automatically based on criteria.
track_event
Track a custom event for a person or an anonymous event. Events represent actions people perform — button clicks, purchases, page views, etc. You can use events to trigger campaigns and segment users. Supports tracking events attributed to a specific person, anonymous events (associated later), and page/screen views.
list_segments
Retrieve all segments in your Customer.io workspace. Segments are named groups of people who share characteristics or behaviors. Returns both data-driven and manual segments.
list_campaigns
Retrieve campaigns from your Customer.io workspace. Returns information about campaigns including their names, states, types, and tags.
manage_device
Register or remove a device for push notifications associated with a person. Use this to add mobile devices (iOS/Android) to a person for push notification targeting, or to remove a device when a user logs out or opts out.
search_people
Search for people in your Customer.io workspace using complex filters. Find people by segment membership, attribute values, or other criteria. Returns up to 1000 people per request.
get_person
Look up a person in your Customer.io workspace and retrieve their attributes, segments, and recent activity. You can look up a person by their ID, email, or cio_id.
send_transactional_message
Send a transactional message (email, push notification, or SMS) to a person. Transactional messages are for receipts, password resets, order confirmations, and other messages your audience implicitly expects to receive. You can reference a pre-built template by its transactional message ID, or provide the full message content inline.
delete_person
Delete a person from your Customer.io workspace. This removes the person and their data, but does not suppress them — they can be re-added later. Use the suppress action if you want to prevent the person from being re-added.
merge_people
Merge two person profiles into one. The secondary person's data is consolidated into the primary person's profile, and the secondary profile is removed. Use this to consolidate duplicate profiles.
get_campaign
Retrieve detailed information about a specific campaign, including its actions, metrics, and configuration. Optionally fetch campaign metrics with configurable time periods.
suppress_person
Suppress or unsuppress a person in your Customer.io workspace. Suppressing a person removes them and prevents them from being re-added. Unsuppressing allows a previously suppressed person to be added back.
trigger_broadcast
Trigger an API-triggered broadcast to send messages to a wide audience. You set up the broadcast in the Customer.io UI and then trigger it via this action. Broadcasts are ideal for announcements, product launches, event notifications, etc. You can target a segment, a list of customer IDs, or a list of email addresses.
upsert_person
Create a new person or update an existing person in your Customer.io workspace. If no person exists with the given identifier, a new person is created. If a person already exists, their attributes are updated. You can set any custom attributes on the person, including email, name, plan, and any other key-value pairs.
get_segment_membership
Retrieve the people who belong to a specific segment. Returns a paginated list of customer IDs in the segment.
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Track customer behavior and attributes, send targeted messages (email, SMS, push, in-app, Slack), and manage marketing automation workflows. Create and update people profiles, track events and page views, manage segments, trigger transactional messages and broadcasts, manage objects and relationships, handle collections of reusable data, register devices for push notifications, and bulk import/export people data. Receive real-time reporting webhooks for message activity events like sends, opens, clicks, and bounces.
Common questions about connecting Customerio to AI agents with Metorial.
