Customer.io and Exolve automations

Ready-made scenarios where Customer.io and Exolve work for you: pick one — a copy appears in your account and runs on its own.

64 scenarios

New emails in Customer.io — Running apis in Exolve
New SMS in Customer.io — Running apis in Exolve
New push notifications in customerIo — Running apis in Exolve
Updated emails in Customer.io — Running apis in Exolve
New SMS in Customer.io — Sending messages in Exolve
Updated customers in Customer.io — Sending messages in Exolve
New emails in Customer.io — Sending emails in Gmail
New messages in Exolve — Events in Customer.io
Stage change: deals in hubspot — Sending messages in Exolve
New customers in Customer.io — Sending messages in Exolve
New emails in Customer.io — Sending messages in Exolve
New messages in Exolve — Updating customers in Customer.io
New messages in Exolve — Customers in Customer.io
New emails in Customer.io — Sending messages in Exolve
New emails in Customer.io — Sending messages in Exolve — variant 2
Urgent messages from Telegram — into Exolve and Zendesk
Forward only the important emails to your messenger
Support emails, summarized into your messenger
Short email summaries in your messenger
Important emails — summarized to your messenger
Card spending — straight into a sheet and into chat
Daily meeting digest — to your messenger each morning
Upwork messages straight to your work chat
Property-tour booking without the back-and-forth
Support email triage: category, priority, a ticket and alerts for the critical ones
Auto-handle lead replies from email — CRM task and sales alert
Shared-inbox emails routed to the right channels by topic
Sales insights and team alerts — from your table
Near-Earth asteroid alerts to your chat and calendar
Performance reviews on schedule — reminders, meetings and statuses on their own
Site status alerts with a screenshot — to your messenger
High-value lead alerts — to chat, sheet and calendar
Cycle tracking with morning insights — automatically
Reminders for key employee dates
Inbox triage with instant alerts on what matters
Catching ad performance dips with same-day alerts
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Intake and routing of service requests with appointment booking
A daily briefing from your calendar — weather and context per event
Calendar reminders delivered straight to your messenger
Customer.io search-term analysis — into exolve
Support triage by urgency, done automatically
Resume screening and interview scheduling
Money tracking straight from your inbox — with a exolve alert
Leads: a personal reply, a nudge and a booked call
PDF report data from email, straight into a sheet
Supplier follow-ups on overdue orders — automatically
Daily ad-campaign review with a report
Screen and score incoming deals — automatically
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
Interviews: invite, reminder and hiring decision in one chain
Meeting summaries and tasks across every channel — automatically
Email triage and meeting booking — automated
Paid appointment booking: calendar, payment and reminder
From CV to interview invitation, automatically
Emailed invoices — into your books, automatically
Smart inbox sorting with draft replies
Incoming mail triage — the urgent straight to exolve
Contract review: risky clauses and a risk score, without reading it cover to cover
Phone assistant: answers calls and books your clients
First-pass CV screening — automated
Space-station flyover alerts with a weather check