Create a Customer.io profile from a credential recipient notice
Bring recipient details into Customer.io at the point your credential process reports them.
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
Recipient details can remain isolated in the credential flow instead of being available to customer engagement work.
- Create or update a person profile from supplied recipient details.
- Reduce repeat entry when a recipient becomes relevant to customer follow-up.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which recipient details should identify or update a person.
- 3Pick the Notis webhook trigger and send recipient notices containing a user_id or anonymous_id.
- 4Choose where run reports should go.
- 5Test with one real recipient notice and review the resulting profile.
Questions about this workflow
Which identifier is required?
Customer.io requires either a user_id or an anonymous_id in the identification request.
Does this issue a certificate?
No. It creates or updates a Customer.io profile from a recipient notice supplied by your credential process.
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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