--- title: "Connect Salesmate to Customer.io - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Send transactional email\" in Customer.io." canonical: "https://apiant.ai/connect/salesmate-to-customer-io" --- # Connect Salesmate to Customer.io When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), 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. Salesmate **2** triggers Salesmate **10** 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 Salesmate 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 Salesmate can start in Customer.io - When **New De-Activated User** in Salesmate then **Send transactional email** in Customer.io - When **New User** in Salesmate 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 Salesmate and Customer.io ## Triggers and actions 2 triggers · 20 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. - 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 - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **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 Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) ## 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 ## Salesmate and Customer.io, answered ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. 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 Salesmate? 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 Salesmate? Customer.io has no triggers in the catalog today, so automations start in Salesmate. 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 Salesmate 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 Salesmate 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.