Keep upcoming credential expiries visible on recipient profiles
Surface expiry context during a recurring review so the team can decide what follow-up is useful.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Upcoming expiries can pass unnoticed when dates remain buried in credential records.
- Review available expiry dates within a chosen window.
- Add supplied expiry context to the relevant Customer.io profiles.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe the expiry window and profile details to update using available records.
- 3Pick a Notis schedule and choose a cadence that gives your team time to act.
- 4Choose where run reports should go.
- 5Test with one real record whose supplied expiry date is in the review window.
Questions about this workflow
Does the workflow know the expiry date automatically?
Only if the connected source makes that date available. Notis cannot infer missing expiry data.
Does it send a renewal email?
No. This workflow updates Customer.io profiles so your team can use that context in its configured follow-up.
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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