New SMS in Customer.io — Documents in ERPNext

The scenario catches new SMS in Customer.io and creates documents in ERPNext. Runs on its own, no manual copying.

  • Every message that matters from Customer.io stays as a doc in ERPNext — never buried in the thread.
  • Your knowledge base builds itself while you just chat.
  • You can find it months later — it's saved, not lost in a chat.
Add it to your accountScriptera

How it works

To create ERPNext records from Customer.io without manual input, use a ready-made scenario.

  1. Starts when: Twilio
  2. Then: Google Docs

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

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