Identify new ActiveCampaign customers in Customer.io
Bring new customer profiles into Customer.io during a predictable review, with the details already available in ActiveCampaign.
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
New customers can miss timely onboarding when profile creation depends on someone noticing a record manually.
- Review new customers on a chosen schedule.
- Create or update Customer.io profiles using available traits.
- Reduce missed handoffs into onboarding workflows.
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.
- 3Define what qualifies as a new customer and instruct Notis to identify each matching person with available traits.
- 4Choose the recurring schedule trigger and set the review cadence.
- 5Choose where run reports go, then test with one real new customer.
Questions about this workflow
Does this send an onboarding email?
No. It identifies a person in Customer.io. A separate Customer.io campaign can use the profile if configured.
What if the contact has no identifier?
Customer.io requires a user_id or anonymous_id, so the record must provide one of these identifiers.
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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