Identify Person
customer_io.identify_customer
ActionCRM & salesconnection required
Calls the Customer.io API with the connection's credentials.
Create or update a person through the Track API, setting whichever attributes the request carries and leaving the rest untouched.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Customer.io
- Secret shape
- {"site_id": "…", "api_key": "…", "app_api_key": "…"} — the Site ID and Track API key for the Track nodes, the App API key for the rest
- Config it needs
- region, workspace_id
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
identifier How this person is addressed in the Track API: their id, their email address, or their Customer.io id prefixed with 'cio_'. A phone number is read as an id here, so it will not match. | string | Yes | — | — | ada@example.com |
attributes The attributes to set, as a JSON object. Customer.io reads 'id', 'email', 'created_at', 'unsubscribed' and '_timestamp' specially; every other key becomes a custom attribute. | object | No | — | — | — |
update_only Send '_update: true' so a request that does not match an existing person fails instead of creating a second profile. | boolean | No | false | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"identifier": "ada@example.com",
"update_only": false
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
accepted True when Customer.io queued the write. Track writes are applied asynchronously, so this reports acceptance, not that the change is live. | boolean | — |
identifier The identifier the person was addressed by. | string | — |
attributes The attribute names the request carried. | array | — |
{
"accepted": false,
"attributes": [],
"identifier": ""
}Notes
- Track writes return an empty 200: Customer.io queues them and applies them asynchronously, so read the profile back with customer_io.get_customer_attributes if you need to confirm one.
See Identify Person run in a workflow.
In a technical demo we add the Customer.io connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.