Review Your Customer.io Transactional Templates
Have Notis retrieve the available transactional message templates on a schedule and send the run report where you can review it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Transactional templates can be hard to keep track of when people only look them up during a time-sensitive task.
- Retrieve the available transactional templates on a recurring schedule.
- Make the template inventory easier to review when planning work.
- Reduce manual searching during time-sensitive messaging tasks.
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 transactional templates you want retrieved and how you want the results summarized.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the returned template inventory.
Questions about this workflow
Will this send a transactional message?
No. The listed action retrieves transactional message templates; it does not send them.
Can it review newsletter templates too?
The action lists transactional messages. Newsletter metadata is available through a separate 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.
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Connect any two apps with Notis in the middle.
2chat and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
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