--- title: "Connect Circleback to Customer.io - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Send transactional email\" in Customer.io." canonical: "https://apiant.ai/connect/circleback-to-customer-io" --- # Connect Circleback to Customer.io When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Send transactional email** in [Customer.io](https://apiant.ai/connections/customer-io). Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Customer.io **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and Customer.io to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Circleback can start in Customer.io - When **New Action Item** in Circleback then **Send transactional email** in Customer.io - When **New Meeting** in Circleback then **Create Anonymous Event** in Customer.io Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Circleback and Customer.io ## Triggers and actions 2 triggers · 34 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Action **Create Anonymous Event** Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later. - Action **Create Event** Records an event for a person in Customer.io, which can trigger campaigns or update segments. - Action **Delete person** Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id. - Action **Get person** Look up a customer's attributes by customer_id. - Action **List segments** List all manual and data-driven segments in the workspace. - Action **Merge people** Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted. - Action **Remove people from segment** Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way. - Action **Send API-triggered broadcast** Trigger an API-triggered broadcast campaign to send immediately. - Action **Send transactional email** Send a one-off transactional email via a transactional message template. - Action **Suppress person** Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Customer.io** With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.](https://apiant.ai/connections/customer-io) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into Customer.io - [ **HubSpot to Customer.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-io) - [ **Wistia to Customer.io** Wistia makes it easy to host, track, and measure video engagement online.](https://apiant.ai/connect/wistia-to-customer-io) - [ **Salesforce to Customer.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-io) - [ **Slack to Customer.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-io) - [ **Google Sheets to Customer.io** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-io) - [ **Gmail to Customer.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-io) Questions ## Circleback and Customer.io, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer.io when something happens in Circleback? Any of Customer.io's 10 actions, including Create Anonymous Event, Create Event, Send API-triggered broadcast and Send transactional email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer.io to Circleback? Customer.io has no triggers in the catalog today, so automations start in Circleback. If you need the other direction, ask: your agent reads Customer.io's API documentation and adds it. ### ### Do I have to build a connector for Circleback or Customer.io? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Circleback and Customer.io without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.