Customer.io

Automation graph

Connecting Customer.io

How Customer.io participates in Plandalf sequences: what events it exposes upward, and what actions Plandalf can perform on it.

Embeddable surfaces: Plandalf countdown image and buy button HTML · Per-recipient countdown GIF with merge-tag substitution

trigger: stripe.payment_succeeded
actions:
  - customer-io.add_subscriber:
      list: paying-customers
      tag: tier-${plan}
  - plandalf.grant_entitlement: ${product_slug}

Integration methods

How Customer.io connects to Plandalf

Each method below is the minimum viable setup. Pick the one closest to how you already use Customer.io with checkout, payments, invoices, webhooks, API work, SDK checkout, and integrations.

1. Method 1

   Embed a Plandalf buy button

   Drop the Plandalf embed script into a Customer.io HTML block and tag any element with `data-plandalf-present` to open the configured flow on click.

   <script src="https://cdn.plandalf.com/embed.js" async></script>
   
   <button data-plandalf-present="offer_abc123">
     Buy now
   </button>

2. Method 2

   Drop in a per-recipient countdown image

   Add an HTML block to any Customer.io email and paste the Plandalf countdown URL. Customer.io's merge tag `{{customer.email}}` substitutes per recipient so each subscriber sees a timer pegged to their own deadline.

   <img
     src="https://cdn.plandalf.com/timers/{TIMER_ID}.gif?ref={{customer.email}}"
     alt="Time remaining on this offer"
     width="600"
     height="120"
   />

3. Method 3

   Trigger a sequence from a form

   Point a Customer.io form's webhook / POST URL at Plandalf's intake endpoint and every submission starts whatever sequence you've mapped to it.

   curl -X POST https://api.plandalf.com/v1/intake/customer-io \
     -H "Content-Type: application/json" \
     -d '{"email": "{{ form.email }}", "source": "customer-io"}'

4. Method 4

   Enrol from an automation step

   Inside Customer.io's automation builder, add a Webhook step that POSTs the contact to a Plandalf sequence catch URL. Use this to mirror Customer.io journey logic into Plandalf without re-building the segmentation.

   {
     "email": "{{ contact.email }}",
     "sequence": "post-signup-onboarding",
     "source": "customer-io"
   }

5. Method 5

   REST API webhook

   For anything not covered by a native trigger, configure a Customer.io webhook to POST to Plandalf. The payload is forwarded into the sequence as `${event}`.

   curl -X POST https://api.plandalf.com/v1/webhooks/customer-io \
     -H "Authorization: Bearer $PLANDALF_API_KEY" \
     -H "Content-Type: application/json" \
     -d @event.json