Customer.io and Roistat automations

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

28 scenarios

Emails from Customer.io become items in Roistat
Labelled Customer.io emails logged into Roistat
New subscribers land in your table on their own
Incoming emails into a spreadsheet, row by row
Scoring resumes from your inbox — straight into a table
Capture and score form leads — into a newsletter and sheet
Orders from emails — into sheet rows automatically
Resumes from email — as candidate cards in your database
Support email triage: category, priority, a ticket and alerts for the critical ones
Auto-handle lead replies from email — CRM task and sales alert
A study plan, already placed in your calendar
Shared-inbox emails routed to the right channels by topic
High-value lead alerts — to chat, sheet and calendar
Requests from messenger and email in one stream — with priority
From a meeting — ready tasks, events and notifications
Resume screening for a vacancy — with a score for each
Support triage by urgency, done automatically
Your agency's real profit — in chat every day
Resumes from your inbox into a scored candidate table
Resume screening with a candidate score — inbox to table
Screen and score incoming deals — automatically
An expense sheet from payment emails — automatically
Meeting summaries and tasks across every channel — automatically
Paid appointment booking: calendar, payment and reminder
Expense tracking from chat and bank emails
Property compliance monitoring with automatic follow-through
First-pass CV screening — automated
AI marketing outreach with reply handling — on autopilot