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Customer.io integration

Connect Customer.io to Cevanos so your agent can look up customer messaging preferences and perform approved messaging actions.

App API key4 reads, 3 changes

Overview

Customer.io lets your agent look up a customer's messaging: what was sent, which email topics they receive and which channels they opted out of.

It can also make three changes: stop texts, restart texts and resend a customer's email. Keep these on Wait for approval until your process is validated.

The journey at a glance

  1. 1Find Customer.ioOpen the agent's Integrations, search Customer.io and choose Connect.
  2. 2Create an App API keyIn Customer.io, open Account settings → API credentials → App API keys.
  3. 3Connect in CevanosChoose your region, paste the key and review the optional fields.
  4. 4Choose capabilitiesChoose allowed reads and changes for Workspace and This agent.
  5. 5Review actions and approvalConfirm the action switches and approval for the three changes.
  6. 6Check the integration statusConfirm Connected and use Test connection.

Before you start

Have access to the Customer.io workspace and permission to create an App API key.

Use an App API key

Use an App API key, not a Tracking API key. Keep secret values out of shared documents.

Step 1

Find Customer.io

Open the Cevanos agent, go to Integrations, search for Customer.io and click Connect.

Customer.io in the Cevanos integrations catalogue.

Step 2

Create an App API key

2a. Open Settings and Account settings

In Customer.io, click the Settings gear in the upper-right corner, then choose Account settings from the menu. Both controls are outlined in purple.

Customer.io: Settings gear and Account settings outlined.

2b. Open API credentials

In Account settings, click API credentials. Then select the App API keys tab, not Tracking API keys.

Customer.io: open API credentials.
Customer.io: App API keys tab outlined in purple.

2c. Create the key

Click Create App API key, enter a recognizable name in the Name field, and click Create App API key to generate it.

Customer.io: Name field and Create App API key button outlined.

2d. Copy the key and finish

Copy the generated key using the copy control and keep it securely. The key is displayed only once. Click Finish when saved.

Customer.io: copy the one-time API key (redacted) and click Finish.

Step 3

Connect in Cevanos

Return to the Cevanos connection wizard. Choose the correct Region (`us` or `eu`), paste the App API key, and click Verify & connect. Fill in the optional fields only if you need those functions.

Cevanos: connection fields and verification button.
FieldWhat to enter
Region (required)The location of your Customer.io workspace: `us` or `eu`.
App API key (required)The App API key created in Customer.io. Do not use a Track key.
Numbers you send texts fromOptional. Comma-separated `channel:number` entries, only when handling text opt-outs.
Email the agent may resendOptional. The transactional message ID or trigger name permitted for resend.
Cevanos: successful connection.

Result

A connected message confirms the credential check. Click Choose what it can do to review agent permissions.

Step 4

Choose capabilities

Tick Workspace and This agent only for the capabilities you want to enable, then Save capabilities.

Cevanos: four reads and three actions that make changes.

Customer identity rules

Most actions require a matched customer. Restarting texts requires a confirmed identity, as the capabilities screen shows.

Step 5

Review actions and approval

Open Actions → Customer.io to confirm the enabled switches. Review the three changes for approval before use. Reads do not require approval.

Cevanos: action panel showing the read actions.

Safe default

Keep the change actions set to Wait for approval until your process is validated.

Step 6

Check the integration status

Back on the Customer.io integration page, confirm Connected. Test connection checks the saved credentials. With an authorized test customer, try a read-only lookup before allowing any messaging change.

Cevanos: Customer.io details and connection status.

Reference

What Customer.io can do

Customer.io supplies seven actions: four reads and three that make changes.

7 capabilities · 4 reads · 3 that change something

Reads4

  • Find this customer

    Matched customer

  • Find what was sent to this customer

    Matched customer

  • Find this customer's email topics

    Matched customer

  • Find channels this customer opted out of

    Matched customer
Does3

  • Stop texts to this customer

    Matched customer

  • Restart texts to this customer

    Confirmed customer

  • Resend this customer's email

    Matched customer

Troubleshooting

ProblemWhat to check
Verification failsConfirm the workspace region and paste a valid App API key, not a Track key.
Customer not foundCheck customer matching before expecting customer-specific reads.
An action is unavailableCheck the Workspace / This agent permissions, the Actions toggle, and Governance rules.
A change waits for approvalReview the request in Operations → Pending actions before approving.

Optional

Disconnect Customer.io

Open the integration details in Cevanos, select Disconnect Customer.io, and confirm.

Revoke the key separately

Revoking the key in Customer.io is a separate step.

Ready to connect Customer.io?

Open your agent's Integrations and click Connect on the Customer.io card.

Go to dashboard