New invoices in Customer.io — Updating customers in Customer.io

The scenario catches new invoices in Customer.io and updates customers in Customer.io. Runs on its own, no manual copying.

  • Every invoice from Customer.io updates the client's record in Customer.io right away.
  • Invoice statuses are always current in the record.
  • No manually marking issued invoices.

How it works

To keep Customer.io and in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule
  2. Then: Quickbooks
  3. Then: Quickbooks 2

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.