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Keep customer data in sync: Update Customer.io profiles directly from PostgreSQL based on triggers or scheduled queries. Latenode’s visual editor and affordable execution pricing make complex data workflows simple and scalable.
Connect PostgreSQL and Customer.io in minutes with Latenode.
Create PostgreSQL to Customer.io workflow
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Create a New Scenario to Connect PostgreSQL and Customer.io
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 PostgreSQL, triggered by another scenario, or executed manually (for testing purposes). In most cases, PostgreSQL or Customer.io will be your first step. To do this, click "Choose an app," find PostgreSQL or Customer.io, and select the appropriate trigger to start the scenario.
Add the PostgreSQL Node
Select the PostgreSQL node from the app selection panel on the right.
PostgreSQL
Configure the PostgreSQL
Click on the PostgreSQL node to configure it. You can modify the PostgreSQL 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 PostgreSQL node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
PostgreSQL
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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 PostgreSQL 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 PostgreSQL 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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PostgreSQL
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PostgreSQL, Customer.io, 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 PostgreSQL and Customer.io integration works as expected. Depending on your setup, data should flow between PostgreSQL and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PostgreSQL + Customer.io + Slack: When a new row is added to a PostgreSQL database table, the user's data is used to create or update a customer profile in Customer.io. A welcome message is then sent to the new user via Slack.
Customer.io + PostgreSQL + Google Sheets: When a user is added to a specific segment in Customer.io, their data is updated in a PostgreSQL database. A summary of the segment update is then saved to a Google Sheet.
About PostgreSQL
Use PostgreSQL in Latenode to automate database tasks. Build flows that react to database changes or use stored data to trigger actions in other apps. Automate reporting, data backups, or sync data across systems without code. Scale complex data workflows easily within Latenode's visual editor.
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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 PostgreSQL account to Customer.io using Latenode?
To connect your PostgreSQL account to Customer.io on Latenode, follow these steps:
Can I update Customer.io profiles from new PostgreSQL database entries?
Yes, you can! Latenode lets you automate updates. Automatically sync data and keep customer profiles current without manual exports or custom scripts. Unlock a truly responsive experience.
What types of tasks can I perform by integrating PostgreSQL with Customer.io?
Integrating PostgreSQL with Customer.io allows you to perform various tasks, including:
How do I handle large PostgreSQL datasets within Latenode workflows?
Latenode's optimized data handling and optional JavaScript blocks enable efficient processing of extensive PostgreSQL datasets. Use batch processing for scalable automation.
Are there any limitations to the PostgreSQL and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: