Keep a clear recurring view of Customer.io segments
Schedule Notis to retrieve your Customer.io segment list and summarize the inventory for a lightweight review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segments
Lists the segments in your workspace.
Why this helps
Segment inventories become harder to maintain when nobody has time to check what exists and what needs attention.
- Make the segment inventory easier to review regularly.
- Reduce context switching into Customer.io for a basic list check.
- Give the team a recurring summary to use in cleanup decisions.
Setup
Build it in a few focused steps.
- 1Connect Customer.io once in the Notis portal.
- 2Create an automation and describe which segment details to summarize.
- 3Choose the recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real segment inventory run.
Questions about this workflow
Can this identify segments whose rules changed?
The listed action retrieves a segment list. A change comparison requires prior snapshots or other history supplied to Notis.
Does this retrieve the people inside each segment?
No. This workflow lists segments. Customer.io has separate actions for segment details and membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Customerio. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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