Keep recipient organization memberships aligned with credential records
Give your team a regular way to reflect known organization relationships in Customer.io.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
Organization relationships in credential records can drift from the groups your team uses for customer context.
- Process available person and organization relationships on a schedule.
- Keep Customer.io group membership aligned with supplied relationship records.
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 relationships should be reflected in groups.
- 3Pick a Notis schedule and choose a recurring cadence.
- 4Choose where run reports should go.
- 5Test with one real person and organization relationship.
Questions about this workflow
Does this create groups from scratch?
The action adds people to groups in Customer.io. The relevant groups must be available in the workspace.
What if the credential data has no organization relationship?
Notis cannot infer a missing relationship. The source data must provide the person and organization association.
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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