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Notis

Find Reusable Customer.io Content Faster

Have Notis retrieve your workspace snippets on a schedule so the reusable content inventory is easier to revisit.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Snippets

Tool to list all snippets in your workspace. use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.

Why this helps

Reusable copy can be overlooked when nobody remembers where it lives or takes time to look it up.

  • Retrieve the workspace's reusable snippets on a schedule.
  • Make existing content easier to review and reuse.
  • Reduce time spent searching for snippets during campaign work.

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 which reusable snippets you want retrieved and how you want them summarized.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real run and check that the returned snippets are useful.

Questions about this workflow

Does this add or update snippets?

No. List Snippets retrieves reusable content snippets; it does not create or edit them.

Can the returned snippets be summarized?

You can ask Notis to summarize the returned data in your instruction, subject to the details the action returns.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

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.

ActionInstant

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

ActionInstant

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

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

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