Customer.io and Google docs Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically populate Google docs with Customer.io data using Latenode’s visual editor. Update reports and personalize documents, then scale these workflows affordably. Build custom logic with JavaScript when needed.

Customer.io + Google docs integration

Connect Customer.io and Google docs in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Customer.io

Google docs

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Customer.io and Google docs

Create a New Scenario to Connect Customer.io and Google docs

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 Google docs will be your first step. To do this, click "Choose an app," find Customer.io or Google docs, 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.

+
1

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.

+
1

Customer.io

Node type

#1 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Sign In

Run node once

Add the Google docs Node

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

1

Customer.io

+
2

Google docs

Authenticate Google docs

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

1

Customer.io

+
2

Google docs

Node type

#2 Google docs

/

Name

Untitled

Connection *

Select

Map

Connect Google docs

Sign In

Run node once

Configure the Customer.io and Google docs Nodes

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

1

Customer.io

+
2

Google docs

Node type

#2 Google docs

/

Name

Untitled

Connection *

Select

Map

Connect Google docs

Google docs Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Customer.io and Google docs 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Google docs

1

Trigger on Webhook

2

Customer.io

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Customer.io, Google docs, 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 Google docs integration works as expected. Depending on your setup, data should flow between Customer.io and Google docs (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 Google docs

Customer.io + Google Docs + Slack: When a customer is added to a specific segment in Customer.io, a personalized onboarding document is created from a template in Google Docs. The sales team receives a notification in Slack with a link to the new document, enabling proactive engagement.

Google Docs + Customer.io + Google Sheets: When new text is appended to a specific Google Docs document (e.g., customer feedback), the customer's profile in Customer.io is updated, and the feedback is logged in Google Sheets for analysis.

Customer.io and Google docs 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 Google docs

Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.

See how Latenode works

FAQ Customer.io and Google docs

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

To connect your Customer.io account to Google docs 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 Google docs accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I update Google Docs with Customer.io event data?

Yes, you can! Latenode’s advanced logic and AI steps enable dynamic document updates based on Customer.io triggers, saving you time and ensuring consistent reporting.

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

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

  • Automatically creating personalized documents based on customer segments.
  • Generating reports from Customer.io data directly into Google Sheets.
  • Updating contact information in Google Docs from Customer.io profiles.
  • Creating audit trails of Customer.io actions within a shared Google Doc.
  • Populating document templates with data triggered by Customer.io events.

What Customer.io triggers can I use to automate Google docs updates?

You can use various Customer.io triggers, such as event occurrences or segment entries, to initiate automated updates in Google docs via Latenode.

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

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

  • Complex document formatting may require custom JavaScript code.
  • Large data transfers may be subject to Google Docs API rate limits.
  • Access to specific document features depends on your Google Workspace plan.

Try now