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Customer.io Platform

Integration

Marketing & Outreach

✓HIPAA CompliantNo Code Required

Customer.io Platform Integration — Automate Patient Outreach & CRM

Connect Customer.io Platform 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 Platform

Automated Data Sync

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Keep Customer.io Platform 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 Platform, trigger actions across your entire practice stack.

Set up AI agents with

Customer.io Platform

Discover popular templates with Customer.io Platform

Data Sync

Customer.io Platform to Athenahealth integration

Connect Customer.io Platform data to your EHR

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Data Sync

Customer.io Platform to Google Sheets integration

Sync Customer.io Platform updates to Google Sheets

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Messaging

Customer.io Platform to Slack integration

Get Slack alerts from Customer.io Platform events

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Connect Customer.io Platform 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 Platform triggers and actions

Cevi supports 1 Customer.io Platform triggers and 6 actions

Custom trigger

Triggers for selected Customer.io events

trigger

Track event

Sends a tracking event for a user

action

Create/update person

Creates or updates a user profile

action

Send transactional message

Sends a transactional email or SMS

action

Trigger broadcast

Triggers a broadcast campaign

action

Add to segment

Manually adds a user to a segment

action

Customer.io Platform 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 ✓

Data Platform

User tracking
Event ingestion
Data pipelines
Identity resolution

Messaging

Multi-channel campaigns
Transactional messages
Broadcast campaigns
Newsletter sends

Automation

Journey builder
Behavioral triggers
Segmentation
A/B testing

Build your Customer.io Platform automation with AI

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

About Customer.io Platform

Marketing & Outreach

customerio-platform

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 Platform 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.