Customer.io and Confluence Integration

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Automatically update Confluence pages with Customer.io data for unified reporting. Latenode's visual editor simplifies the entire process, while affordable execution-based pricing makes scaling these workflows much more cost-effective.

Customer.io + Confluence integration

Connect Customer.io and Confluence in minutes with Latenode.

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Swap Apps

Customer.io

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Confluence

Create a New Scenario to Connect Customer.io and Confluence

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Confluence will be your first step. To do this, click "Choose an app," find Customer.io or Confluence, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Customer.io

Sign In

Run node once

Add the Confluence Node

Next, click the plus (+) icon on the Customer.io node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.

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Authenticate Confluence

Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.

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Configure the Customer.io and Confluence Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Confluence Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Customer.io and Confluence Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Customer.io, Confluence, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Customer.io and Confluence integration works as expected. Depending on your setup, data should flow between Customer.io and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Customer.io and Confluence

Customer.io + Confluence + Slack: When a user is added to a specific segment in Customer.io, this triggers the creation of a new page in Confluence to document the segment details. Subsequently, a Slack notification is sent to a designated channel to inform the team about the new segment documentation.

Confluence + Customer.io + Jira: When a page is updated in Confluence, this triggers a message in Customer.io to notify relevant users about the documentation update. Additionally, a Jira ticket is created to initiate a review process for the updated documentation.

Customer.io and Confluence integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

See how Latenode works

FAQ Customer.io and Confluence

How can I connect my Customer.io account to Confluence using Latenode?

To connect your Customer.io account to Confluence on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io and Confluence accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Confluence pages from Customer.io events?

Yes, you can! Latenode lets you trigger Confluence updates based on Customer.io events. Keep documentation current based on user actions, saving time and improving accuracy.

What types of tasks can I perform by integrating Customer.io with Confluence?

Integrating Customer.io with Confluence allows you to perform various tasks, including:

  • Create new Confluence pages from Customer.io segment data.
  • Update existing Confluence pages with customer support metrics.
  • Trigger Confluence notifications based on Customer.io events.
  • Generate personalized documentation links in Customer.io emails.
  • Archive Customer.io campaign results into Confluence reports.

How does Latenode handle Customer.io data security?

Latenode uses secure authentication and encryption to protect your Customer.io data, ensuring compliance and data privacy in all workflows.

Are there any limitations to the Customer.io and Confluence integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding.
  • Confluence page update frequency depends on API rate limits.
  • Initial setup requires admin access to both platforms.

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