Keep Customer.io project groups aligned with stakeholders
When a stakeholder relationship is confirmed, send it to Notis and add the person to the matching Customer.io group.
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
Project stakeholder lists drift when relationships are updated in one system but not reflected in audience records.
- Reflect project relationships in Customer.io groups.
- Reduce manual group maintenance after stakeholder changes.
- Keep group membership tied to an explicit update request.
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 add the identified person to the Customer.io group specified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real stakeholder update containing the person and group identifiers.
Questions about this workflow
What do Customer.io groups represent?
Groups represent objects such as companies, accounts, or projects that people belong to.
Does this create a group if it is missing?
This action adds a person to a group. Confirm the appropriate group exists and provide the details needed to identify it.
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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