Answer Segment Membership Requests from WhatsApp
When a teammate asks in WhatsApp who belongs to a segment, have Notis retrieve the membership for the segment ID you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Why this helps
A simple audience question can lead to repeated context switching and manual paging through customer records.
- Start a membership lookup from an incoming WhatsApp request.
- Retrieve people for a specific segment ID.
- Reduce manual navigation for audience questions.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Customer.io once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the membership to retrieve and provide the Customer.io segment ID.
- 4Choose a webhook trigger for the incoming 2chat request and select where run reports should go.
- 5Test with one real request and confirm the returned membership is useful.
Questions about this workflow
Can it find the segment ID itself?
Get Segment Membership requires a specific segment. Provide its ID, or use Get Segments in a separate step to identify available segments.
Will it return every member at once?
The action supports paging through segment membership. The amount returned depends on the retrieval and paging behavior.
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
Do this · Action
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