Make Customer.io Collection Details Easier to Find
Have Notis retrieve current collection metadata on a schedule and report the results in your selected channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Collections
Tool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
Why this helps
Workspace details are easy to forget when they are only looked up during a task that already has a deadline.
- Retrieve current collection metadata on a recurring schedule.
- Create an easy reference point for workspace review.
- Reduce manual navigation to find collection details.
Setup
Build it in a few focused steps.
- 1Connect Customer.io once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the collection metadata you want retrieved and how you want it summarized.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the returned collection details are clear.
Questions about this workflow
Does this create or modify collections?
No. List Collections retrieves collection metadata; it does not create or edit collections.
Will it include segment membership?
No. Collection metadata and segment membership are different information. Segment membership has its own action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Customerio. A trigger fires from one place; an action lands in another.
2chat triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
2chat and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.