Keep Customer.io group membership aligned with ActiveCampaign
Review organization relationships regularly and maintain the corresponding Customer.io group memberships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
Group membership becomes unreliable when company changes are not carried across systems.
- Review available person-to-organization relationships on a schedule.
- Add identified people to the corresponding existing Customer.io groups.
- Reduce manual group maintenance after account changes.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which organization relationships to review and how to identify the corresponding existing Customer.io groups.
- 4Choose the recurring schedule trigger and set the review cadence.
- 5Choose where run reports go, then test with one real person and existing group.
Questions about this workflow
Does this remove people from groups when relationships change?
The listed action adds people to groups. It does not remove memberships, so this workflow only handles additions supported by the action.
What data must be available?
The review needs enough information to identify the person and the relevant existing group. Supply any relationship or naming rules that are not available from the source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Customerio. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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