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Automatically create Customer.io profiles from new Google tasks and keep your sales team updated. Latenode's visual editor lets you add custom JavaScript for advanced data formatting and scales affordably as your needs grow.
Connect Google tasks and Customer.io in minutes with Latenode.
Create Google tasks to Customer.io workflow
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Create a New Scenario to Connect Google tasks and Customer.io
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google tasks, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google tasks or Customer.io will be your first step. To do this, click "Choose an app," find Google tasks or Customer.io, and select the appropriate trigger to start the scenario.
Add the Google tasks Node
Select the Google tasks node from the app selection panel on the right.
Google tasks
Configure the Google tasks
Click on the Google tasks node to configure it. You can modify the Google tasks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Customer.io Node
Next, click the plus (+) icon on the Google tasks node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Google tasks
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Google tasks and Customer.io Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google tasks and Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
Trigger on Webhook
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Google tasks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google tasks, Customer.io, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Google tasks and Customer.io integration works as expected. Depending on your setup, data should flow between Google tasks and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Google Tasks + Customer.io + Slack: When a Google Task is completed, find the user's email address and send a personalized thank you message via Customer.io. Then, notify the team in a designated Slack channel about the completed task and customer interaction.
Customer.io + Google Tasks + Google Sheets: When a customer is created or updated in Customer.io, create a follow-up task in Google Tasks. Log the details of this interaction, including customer ID and task details, in a Google Sheet for tracking and reporting purposes.
About Google tasks
Tired of manually updating task lists? Connect Google Tasks to Latenode. Automatically create, update, or close tasks based on triggers from other apps. Streamline project management and keep teams aligned by connecting tasks to your workflows, avoiding manual updates and ensuring tasks reflect real-time activity.
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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.
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How can I connect my Google tasks account to Customer.io using Latenode?
To connect your Google tasks account to Customer.io on Latenode, follow these steps:
Can I trigger Customer.io events from new Google tasks?
Yes, with Latenode, triggering Customer.io events from new Google tasks is easy. This keeps your customer data up-to-date, enabling timely personalized messaging.
What types of tasks can I perform by integrating Google tasks with Customer.io?
Integrating Google tasks with Customer.io allows you to perform various tasks, including:
Can I use JavaScript code to customize the integration?
Yes, Latenode's JavaScript blocks let you add custom logic and data transformations to enhance your Google tasks and Customer.io integration.
Are there any limitations to the Google tasks and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: