Keep credential recipient profiles refreshed on a recurring schedule
Refresh profile context from available recipient records without adding another manual review task.
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
Recipient profile details can become stale when credential records change outside Customer.io.
- Refresh profiles from recipient details available at run time.
- Reduce manual checks for changed credential recipient information.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which available recipient details should refresh profiles.
- 3Pick a Notis schedule and choose an appropriate recurring cadence.
- 4Choose where run reports should go.
- 5Test with one real recipient record and inspect the profile update.
Questions about this workflow
What source data is refreshed?
Only current recipient details made available by the connected source can be used. The workflow does not infer missing profile values.
Does this require an Accredible trigger?
No. It runs on a Notis schedule and relies on records accessible from the connected credential source.
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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