Keep credential program context with each recipient profile
Make program details easier to find when your team reviews a recipient in Customer.io.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
A recipient's program context may be missing from the profile your team checks before following up.
- Add supplied program context to the recipient profile.
- Reduce context switching when reviewing credential holders.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which supplied program details should become profile traits.
- 3Pick the Notis webhook trigger and send recipient updates from your credential workflow.
- 4Choose where run reports should go.
- 5Test with one real recipient update and inspect the resulting traits.
Questions about this workflow
Which program details can be added?
Notis can use details included in the request, such as a program name or cohort, when your source supplies them.
Does this create new program data?
No. It records supplied details on a person profile; it does not generate missing program information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Customerio. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Accredible certificates and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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