Handle related customer updates in one Customer.io batch
When a multi-step document workflow finishes, send its outcome to Notis and batch the supported customer updates into one Customer.io request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Batch CDP Calls
Sends multiple profile and event calls in one batch; each call must meet its type’s requirements.
Why this helps
A completed workflow can leave several customer records or events waiting for separate manual updates.
- Bundle related supported updates in one action.
- Reduce repetitive update handling after multi-step workflows.
- Keep the workflow outcome connected to Customer.io records.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Customer.io once in the Notis portal.
- 2Create an automation and describe the supported updates to send as a batch.
- 3Choose the webhook trigger and have ActiveMerge send the workflow outcome.
- 4Choose where Notis should send run reports.
- 5Test with one real workflow example and confirm its updates.
Questions about this workflow
What kinds of calls can the batch include?
The batch action supports identify, track, page, screen, group, and alias calls. Use only the call types and details relevant to your workflow.
Is a batch appropriate for every document event?
No. Use it when one workflow completion genuinely requires multiple related supported Customer.io calls.
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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