Customer.io and YCLIENTS automations

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

80 scenarios

New emails in Customer.io — Customers in Yclients
Emails from Customer.io become items in Yclients
New SMS in Customer.io — Running apis in Yclients
Updated emails in Customer.io — Running apis in Yclients
New push notifications in customerIo — Updating records in Yclients
New emails in Customer.io — Running apis in Yclients
New SMS in Customer.io — Customers in Yclients
New SMS in Customer.io — Updating records in Yclients
New push notifications in customerIo — Updating customers in Yclients
Labelled Customer.io emails logged into Yclients
New push notifications in customerIo — Records in Yclients
New emails in Customer.io — Deleting records in Yclients
New SMS in Customer.io — Records in Yclients
New emails in Customer.io — Updating customers in Yclients
New push notifications in customerIo — Running apis in Yclients
New SMS in Customer.io — Updating customers in Yclients
New records in Yclients — Customers in Customer.io
New customers in Customer.io — Deleting records in Yclients
New customers in Customer.io — Records in Yclients
New push notifications in customerIo — Records in Yclients
New SMS in Customer.io — Records in Yclients
New form responses in HubSpot — Customers in Customer.io
New customers in Yclients — Events in Customer.io
New subscribers land in your table on their own
New records in Yclients — Events in Customer.io
New customers in Customer.io — Customers in Yclients
New events in Customer.io — Records in Yclients
Updated records in Yclients — Customers in Customer.io
New events in Customer.io — Updating records in Yclients
New customers in Customer.io — Updating records in Yclients
Data from Spotify into Yclients on an event from customerIo
New customers in Yclients — Updating customers in Yclients
Incoming emails into a spreadsheet, row by row
Gauging callers' mood and personalized texts through twilio
Collect contacts from emails into a database — automatically
Scoring resumes from your inbox — straight into a table
Email senders into your database, automatically
Every incoming email — as a row in a sheet
Capture and score form leads — into a newsletter and sheet
Shipment emissions from emails — into a sheet
Customer emails become support tickets with a spreadsheet log
Orders from emails — into sheet rows automatically
A carbon report on business trips — from your inbox
Support email triage: category, priority, a ticket and alerts for the critical ones
Resumes from email — as candidate cards in your database
A short summary of every email — as a list in one sheet
Support emails become tickets with a priority attached
Auto-handle lead replies from email — CRM task and sales alert
A study plan, already placed in your calendar
The right offer sent right after the enquiry — with a follow-up reminder
Shared-inbox emails routed to the right channels by topic
High-value lead alerts — to chat, sheet and calendar
Inbox triage with instant alerts on what matters
From a meeting — ready tasks, events and notifications
Automatic candidate screening and interview booking
Requests from messenger and email in one stream — with priority
Client onboarding from an intake form — checklist, consultant and kickoff
Stripe invoices from your wholesale orders table
Catching ad performance dips with same-day alerts
Capture and route leads from every channel
Resume screening for a vacancy — with a score for each
Intake and routing of service requests with appointment booking
Support triage by urgency, done automatically
Screen and score incoming deals — automatically
Daily ad-campaign review with a report
Sort invoices from your inbox into a sheet and folders
Resume screening with a candidate score — inbox to table
Resumes from your inbox into a scored candidate table
An expense sheet from payment emails — automatically
Meeting summaries and tasks across every channel — automatically
Taking food orders in your messenger — into a table and calendar
Paid appointment booking: calendar, payment and reminder
Expense tracking from chat and bank emails
Instant replies to messenger leads, with scoring and meeting booking
Emailed invoices — into your books, automatically
Incoming mail triage — the urgent straight to Telegram
Property compliance monitoring with automatic follow-through
First-pass CV screening — automated
AI marketing outreach with reply handling — on autopilot
Post accounting entries in yclients with a plain message