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Customer.io

Integration

Marketing & Outreach

✓HIPAA CompliantNo Code Required

Customer.io Integration — Automate Patient Outreach & CRM

Connect Customer.io to your EHR and CRM. Trigger campaigns from clinical events — recalls, follow-ups, and patient outreach on autopilot.

Triggers

Actions

50+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Customer.io

Automated Data Sync

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Keep Customer.io data in sync with your EHR and practice management tools — bidirectional, real-time.

Event-Driven Workflows

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When something changes in Customer.io, trigger actions across your entire practice stack.

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Customer.io

Discover popular templates with Customer.io

Data Sync

Customer.io to Athenahealth integration

Connect Customer.io data to your EHR

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Data Sync

Customer.io to Google Sheets integration

Sync Customer.io updates to Google Sheets

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Messaging

Customer.io to Slack integration

Get Slack alerts from Customer.io events

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Connect Customer.io with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Customer.io triggers and actions

Cevi supports 4 Customer.io triggers and 4 actions

Event tracked

Fires when a custom event is tracked for a user

trigger

Segment entered

Triggers when a user enters a segment

trigger

Email opened

Fires when a user opens an email

trigger

Conversion goal met

Triggers when a campaign conversion goal is achieved

trigger

Create or Update Customer

Creates a new or updates an existing customer in Customer.io.

action

Delete Customer

Delete a customer in Customer.io.

action

Customer.io API Capabilities

50+ API endpoints. API Key / Bearer Token authentication. Real-time webhooks.

View official API documentation

API Endpoints

50+

Authentication

API Key / Bearer Token

FHIR

—

Webhooks

Yes ✓

Messaging

Email campaigns
Push notifications
SMS messaging
In-app messages

Customer Data

User profiles
Event tracking
Segments
Custom attributes

Automation

Workflow campaigns
Trigger-based messaging
A/B testing
Conversion goals

Build your Customer.io automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Customer.io

Marketing & Outreach

customer-io

View API documentation

Quick Facts

CategoryMarketing & Outreach

AuthAPI Key / Bearer Token

Endpoints50+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Customer.io workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.