Prepare Your Customer.io Segment List for Review
Before a planning session, have Notis retrieve the segment list so you can spend less time finding workspace details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Why this helps
Planning time gets consumed by collecting basic workspace information instead of deciding what to do with it.
- Retrieve the segment list ahead of a planned review.
- Reduce pre-meeting lookup work.
- Use the retrieved list as a starting point for audience planning.
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 when you need the segment list and how you want it summarized for review.
- 4Choose a schedule before the planning review and select where run reports should go.
- 5Test with one real run and confirm the list is available in the report.
Questions about this workflow
Does this recommend which segment to use?
It retrieves a segment list. Any recommendation depends on context and criteria you provide.
Can it show who is in a segment?
The Get Segments action lists segments. To retrieve membership, you need a segment ID and the separate Get Segment Membership 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
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