Bring available verification activity into Customer.io weekly
Keep verification activity visible in Customer.io with a regular review of available records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Verification records can sit outside the place where your team reviews customer engagement.
- Create a regular path for available verification records.
- Make person-level verification activity available to Customer.io workflows.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customer.io once in Notis.
- 2Create an automation and describe which available verification records should become person events.
- 3Pick a Notis schedule and set a weekly cadence.
- 4Choose where run reports should go.
- 5Test with one real verification record and confirm the resulting event.
Questions about this workflow
Can this verify certificates on its own?
No. It processes verification records available from your credential source; it does not perform verification.
What if verification records lack a person identifier?
Customer.io person events need a person association. The required identifier must be present in the source data or supplied another way.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.