Reconcile certificate awards into Customer.io on a schedule
Give award activity a regular path into your customer engagement timeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Award records can accumulate without being recorded as customer activity for segmentation or follow-up.
- Process available award records on a recurring schedule.
- Record eligible awards as person events in Customer.io.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which available award records to reconcile and record.
- 3Pick a Notis schedule and set its run cadence.
- 4Choose where run reports should go.
- 5Test with one real award record and confirm its Customer.io event.
Questions about this workflow
Does this workflow receive records directly from a native trigger?
No. Accredible certificates has no listed trigger. The scheduled workflow needs connected source data or another supplied source of award records.
What if the source does not expose historical awards?
The workflow can only process records the connected source makes available. Historical data access must be supplied or confirmed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.