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Notis

Review email delivery results across ActiveTrail and Customer.io

Get a concise, scheduled view of delivery activity from both email platforms.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

Why this helps

Checking separate message reports makes it harder to spot what needs attention and follow up consistently.

  • Bring message delivery data into one review.
  • Reduce repeated checking across separate dashboards.
  • Call out missing data and noteworthy changes for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Customer.io once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe the date range and summary you want from Customer.io message metrics and available ActiveTrail campaign results.
  • 4Choose a recurring schedule as the trigger and select where run reports should go.
  • 5Test with one real reporting period and check the summary against both apps.

Questions about this workflow

Can Notis calculate a change against a baseline?

Only when the needed earlier period or baseline is available from the connected data or supplied in your instruction.

Does this workflow change campaigns?

No. It retrieves message metrics and summarizes campaign results for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Customerio. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Suppress Customer Profile

Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

ActionInstant

Get Integrations

Lists the integrations configured in your workspace.

ActionInstant

Create Profile Alias

Merges one profile into another, moving its data to the canonical profile.

ActionInstant

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

ActionInstant

Get Segment Details

Retrieves details about a specific segment.

ActionInstant

Get Segment Membership

Retrieves the people in a specific segment.

ActionInstant

Get Segments

Lists the segments in your workspace.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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