Customer.io

Set up Customer.io as an event-based data source.

Capture Customer.io webhooks to get real-time data on every action your users take.

Add Customer.io as a source

Follow the steps (see the screenshots below).

  1. Tap into a workspace in your Velvet dashboard
  2. Navigate to "Data sources"
  3. Tap "Add a data source"
  4. Name your source “Customer.io”
  5. Copy the Customer.io webhook link

Add a data source.

Name your data source.

Copy the webhook link.

Capture webhooks from Customer.io

If you get stuck, read further documentation from Customer.io here.

  1. In Customer.io, navigate to "Data & Integrations" > "Integrations"
  2. Find and select "Reporting Webhooks".
  1. Click "Add Reporting Webhook".
  1. Name the webhook and paste the Customer.io webhook link from above.
  2. Select the events you want Velvet to receive.
  3. Choose "Save and Enable Webhook" at the bottom right of the page.

Great job, you’ve connected Customer.io as a data source. From this point on, we’ll create a queue of every event you’re sending from Intercom and collect them in your Velvet workspace.