STEP 1
Connect Cognito Forms and Customer.io
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cognito Forms and Customer.io Integration
Keep Cognito Forms and Customer.io in sync by integrating their events and actions. When marketing events happen in Cognito Forms, update the Customer.io automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Cognito Forms and Customer.io
Detailed info you need to know about Cognito Forms and Customer.io integrations in WEXTL. Explore which modules apps support and how you connect them.
Cognito Forms
Online form builder for surveys, orders, registrations, and workflows. [5]
Customer.io
Messaging automation — profiles, segments, campaigns, sends, and reporting webhooks. [6]
How to connect Cognito Forms to Customer.io
Set up your Cognito Forms and Customer.io integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cognito Forms and Customer.io nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cognito Forms and Customer.io. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cognito Forms and Customer.io work in WEXTL?
WEXTL exposes actions and triggers for Cognito Forms and Customer.io that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cognito Forms triggersCustomer.io actions
Cognito Forms modules
- Create EntryCreates a new entry in a form.
- Delete EntryDeletes an entry from a form.
- Get EntryReturns a single entry with its metadata.
- Get Entry DocumentGenerates and returns a document for an entry.
- Get Entry FileReturns a file uploaded to an entry.
- Get FormReturns a single form's name and internal name.
- Get Form SchemaReturns the schema of a form's fields and their data types.
- Get Import StatusReturns the progress and results of an entry import.
- Get OData MetadataReturns the OData metadata document for your forms.
- Get View EntryReturns a single entry as it appears in an entry view.
- Get View MetadataReturns the OData metadata document for an entry view.
- Import EntriesCreates, updates, or deletes entries from a spreadsheet or CSV file.
- List FormsRetrieves a list of forms the API key can access.
- List OData FormsRetrieves a list of forms from the OData service.
- List View EntriesRetrieves a list of entries shown in an entry view.
- Make an API CallPerforms an arbitrary authorized API call.
- Set Public Link AvailabilitySets when a form's public link opens and closes.
- Update EntryUpdates the fields you specify on an existing entry.
- Upload FileUploads a file that can be attached to an entry.
- Watch Deleted EntriesTriggers when an entry is deleted.
- Watch New EntriesTriggers when a new entry is submitted.
- Watch Updated EntriesTriggers when an entry is updated.
Customer.io modules
- Add Segment MembersAdds people to a manual segment.
- Create NewsletterCreate a newsletter and optionally schedule it or send it immediately.
- Create Newsletter Test GroupCreates a new A/B test group for a newsletter by duplicating the existing content into a new test group.
- Create Newsletter Test Group TranslationAdds a language variant to a specific A/B test group in a newsletter, copying the default template in that group.
- Create Newsletter TranslationAdds a language variant to a newsletter. Fields you omit copy over untranslated from the default template.
- Create SegmentCreates a new manual segment.
- Create SnippetCreates a new snippet.
- Delete CustomerDeletes a customer profile.
- Delete NewsletterDeletes an individual newsletter, including its content, settings, and metrics. 204 No Content.
- Delete Newsletter Test Group TranslationDeletes a specific language variant of a newsletter in an A/B test group. You cannot delete the default language variant. 204 No Content.
- Delete Newsletter TranslationDeletes a specific language variant of a newsletter. You cannot delete the default language variant. 204 No Content.
- Delete SegmentDeletes a segment.
- Delete SnippetDeletes a snippet.
- Download ExportDownloads the data from a completed export.
- Export Customer DataExports customer data based on specified filters.
- Export Deliveries DataExports delivery data for messages.
- Get a NewsletterReturns metadata for an individual newsletter.
- Get a SegmentRetrieves the information about a segment.
- Get Archived MessageRetrieves the archived message content for a specific message.
- Get BroadcastGet details of a specific broadcast.
- Get Broadcast ActionGet details of a specific broadcast action.
- Get Broadcast Action Link MetricsGet link click metrics for a broadcast action.
- Get Broadcast Action MetricsGet performance metrics for a broadcast action.
- Get Broadcast Action TranslationGet translation for a specific broadcast action in a language.
- Get Broadcast ErrorsGet errors from a broadcast trigger send.
- Get Broadcast Link MetricsGet link metrics across all messages in a broadcast.
- Get Broadcast MessagesGet all messages sent for a broadcast.
- Get Broadcast MetricsGet overall metrics for a broadcast.
- Get Broadcast StatusGet the status and details of a broadcast trigger.
- Get CampaignGet details of a specific campaign.
- Get Campaign ActionGet details of a specific campaign action.
- Get Campaign Action Link MetricsGet link click metrics for a campaign action.
- Get Campaign Action MetricsGet performance metrics for a campaign action.
- Get Campaign Action TranslationGet translation for a specific campaign action in a language.
- Get Campaign Journey MetricsGet journey-level metrics for a campaign.
- Get Campaign Link MetricsGet link metrics across all messages in a campaign.
- Get Campaign MessagesGet all messages sent for a campaign.
- Get Campaign MetricsGet overall metrics for a campaign.
- Get CollectionRetrieves a specific collection by ID.
- Get Collection ContentsRetrieves the data within a collection.
- Get Customer ActivitiesLooks up a customer's activities.
- Get Customer AttributesLooks up a customer's attributes.
- Get Customer MessagesLooks up messages sent to a customer.
- Get Customer Opt-OutsLooks up a customer's opt-outs across channels.
- Get Customer RelationshipsLooks up the objects a customer is related to.
- Get Customer SegmentsLooks up the segments a customer belongs to.
- Get Customer Subscription PreferencesLooks up a customer's subscription preferences.
- Get Customers by EmailRetrieves customers matching an email address.
- Get ExportRetrieves details about a specific export.
- Get MessageRetrieves a specific message.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cognito Forms and Customer.io integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cognito Forms and Customer.io.
Connect your Cognito Forms and Customer.io accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cognito Forms's "Watch Deleted Entries" fires, WEXTL can "Add Segment Members" in Customer.io. Cognito Forms has 3 triggers (including Watch Deleted Entries, Watch New Entries, and Watch Updated Entries); Customer.io has 112 actions (including Add Segment Members, Create Newsletter, and Create Newsletter Test Group). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cognito Forms-to-Customer.io automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cognito Forms (or Customer.io) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cognito Forms + Customer.io automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cognito Forms and Customer.io integration.
- Cognito Forms and Customer.io integration source code, module specs and credentials implementation.
- Our Cognito Forms and Customer.io integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cognito Forms and Customer.io — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cognito Forms integration information
- Customer.io integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library