Customer.io and Mautic automations

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

63 scenarios

Deal changes in Mautic flow into Customer.io
New Mautic contacts — into Customer.io audiences
Contacts from Mautic into Customer.io audiences
Ad leads delivered by email on schedule
Leads from Customer.io land in Mautic as contacts
Deal notes from emails — into your CRM automatically
Forward emails to several recipients at once
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Property-tour booking without the back-and-forth
A study plan, already placed in your calendar
An invoice to the client — from one status change
A morning brief on your day and meetings
The right offer sent right after the enquiry — with a follow-up reminder
Sales insights and team alerts — from your table
Performance reviews on schedule — reminders, meetings and statuses on their own
A personal chat assistant: email, calendar, contacts
Auto-replies to job applicants
High-value lead alerts — to chat, sheet and calendar
A full lesson pack from one form
Book meetings from chat with an invite
Cycle tracking with morning insights — automatically
Reminders for key employee dates
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Catching ad performance dips with same-day alerts
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Online service booking through an AI chat
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Taking bookings in Telegram with Customer.io entries
Resume screening and interview scheduling
Clinic booking with confirmation and reminder
Supplier follow-ups on overdue orders — automatically
Events on autopilot: registration, payment, reminders
Client onboarding after a won deal
Daily ad-campaign review with a report
Interviews: invite, reminder and hiring decision in one chain
Meeting summaries and tasks across every channel — automatically
AI screening of meeting requests — only the meetings worth it
Call summaries, tasks and follow-ups, automatically
A daily content plan built from fresh trends
Paid appointment booking: calendar, payment and reminder
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
Client visit booking — the assistant replies and books on its own
From CV to interview invitation, automatically
Candidate screening: CV scoring, an invitation and the interview booked
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
Application handling: CVs, evaluation, interviews
The next step, chosen per customer
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Telegram: email, calendar, notes
Sprint planning prep — story checks and emails
AI marketing outreach with reply handling — on autopilot
Appointment booking in chat — without a receptionist
An HR assistant for employees in a messenger
Run your work from one chat — mail, calendar, tasks, clients