Keep project contact profiles current
When project contact details change, send the update once and let Notis refresh the corresponding Customer.io profile.
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
Outdated contact details make it harder to keep project communications relevant and reliable.
- Reduce duplicate updates across project and communication tools.
- Keep relevant supplied traits current in Customer.io.
- Make contact changes easier to process without interrupting project work.
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 using the contact changes in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact update that includes a stable person identifier and changed details.
Questions about this workflow
Will it create a profile if one does not exist?
The Identify Person action creates a profile if it does not exist, or updates the existing profile. Include a supported identifier in the request.
Can it update details missing from the request?
No. Notis can only use the information supplied in the webhook request and available to the connected action.
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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