Keep explicit contact preferences visible in Customer.io
When a contact preference is recorded in your process, carry that supplied preference into the Customer.io profile for the right person.
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
Contact preferences can be missed when they are recorded in a project workflow but not carried to the communication profile.
- Carry an explicit preference update into the corresponding profile.
- Reduce manual steps when handling contact preference changes.
- Keep the update linked to the supplied person identifier.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to update the matching Customer.io profile with the explicit preference supplied in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, authorized preference update and verify the intended profile.
Questions about this workflow
Does this action unsubscribe the person from a specific delivery?
No. This workflow uses Identify Person to update profile traits. The listed unsubscribe action requires a delivery identifier and Track API credentials, so use a purpose-built process when that is required.
Can this suppress or delete a profile?
No. Suppression is a permanent profile deletion action. This workflow records the supplied preference on the profile instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Customerio. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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