Keep agreement signers connected to their account
Send a signing webhook with the person and organization details, and let Notis establish the relationship in Customer.io.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
A signed agreement can be stored without a clear relationship between the signer and their company or project in Customer.io.
- Keep people connected to the organizations they represent.
- Reduce manual account relationship maintenance.
- Use agreement completion as a clear point to update customer context.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Customer.io once in the Notis portal.
- 2Create an automation and describe which signer should be added to which group.
- 3Choose the webhook trigger and include the person and group details in the request.
- 4Choose where Notis should send run reports.
- 5Test with one real signed-agreement example.
Questions about this workflow
What do Customer.io groups represent?
Groups can represent entities such as companies, accounts, or projects. The group must exist and the webhook must identify the intended person and group.
Does this create the group?
The listed action adds a person to a group. It does not create a group.
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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