Refresh profiles for active project leads
Give active lead records a regular check for profile details that can improve follow-up readiness.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Contact records can become stale while busy teams focus on moving projects forward.
- Create a recurring checkpoint for active lead profile details.
- Reduce repeated manual review and re-entry.
- Keep updates limited to data available from AccuLynx.
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 review active leads available from AccuLynx and update matching Customer.io profiles with supplied contact details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real active lead and confirm the matching profile is updated.
Questions about this workflow
Can this find leads that have gone stale?
Only if the available AccuLynx data includes the needed dates or status, or you provide a clear definition of stale. Otherwise, use the workflow for a scheduled profile refresh.
How often should it run?
Choose a cadence that matches how often lead information changes and how quickly the team needs updated profiles.
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
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.