Keep Customer.io recipient profiles current when certificates are issued
Record certificate issuance details in Customer.io as part of the workflow your team already uses.
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
Certificate details can be stranded in credential records while customer profiles stay out of date.
- Keep supplied certificate details alongside a recipient profile.
- Reduce manual profile updates after an issuance request.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which supplied issuance details should update the recipient profile.
- 3Pick the Notis webhook trigger and arrange for your system to send the issuance request to its URL.
- 4Choose where run reports should go.
- 5Test with one real issuance request and review the profile update.
Questions about this workflow
Does Accredible certificates provide a native trigger here?
No. This workflow starts from a Notis webhook, so your credential system must send the issuance request to Notis.
What information can be added to the profile?
Notis can use recipient identifiers and certificate details included in the webhook request. The request must contain the information you want recorded.
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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