Connect credential recipients to their organization in Customer.io
Keep the relationship between a credential holder and their organization available to your team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
Credential records can identify an organization while customer profiles remain disconnected from it.
- Represent the supplied person and organization relationship in Customer.io.
- Keep organizational context close to the recipient profile.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which supplied recipient and organization relationship to add.
- 3Pick the Notis webhook trigger and send relationship requests from your credential process.
- 4Choose where run reports should go.
- 5Test with one real recipient and organization relationship.
Questions about this workflow
Does this create an organization or group?
The action adds a person to a Customer.io group. The relevant group must already be available in the workspace.
What does the webhook need to include?
It needs to provide the recipient identity and the organization relationship your process has established.
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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