Consolidate confirmed duplicate recipient profiles regularly
Process reviewed identity pairs on a schedule and keep recipient history together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Confirmed duplicate identities can remain split across profiles when cleanup gets pushed aside.
- Process confirmed identity pairs in a recurring cleanup.
- Consolidate profile history under supplied canonical identities.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe how to alias each confirmed previous identity to its canonical user identity.
- 3Pick a Notis schedule and choose a cadence for reviewed identity pairs.
- 4Choose where run reports should go.
- 5Test with one reviewed pair and inspect the canonical profile.
Questions about this workflow
Does this find duplicates automatically?
No. The source must supply confirmed identity pairs. Notis should not guess which profile is canonical.
Where does profile data end up?
Customer.io's alias operation moves data from the previous profile to the canonical user_id profile.
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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