Keep Customer.io in step with ActiveTrail campaign engagement
Turn campaign activity into useful Customer.io events, without manually reconciling reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Campaign results in one tool can be easy to miss when customer journeys are managed in another.
- Keep customer behavior available for Customer.io segmentation and campaigns.
- Reduce manual campaign report checks.
- Review run reports in the channel you choose.
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 that Notis should review recent ActiveTrail campaign results and record relevant engagement for identified people as Customer.io events.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real campaign example and confirm the resulting event in Customer.io.
Questions about this workflow
How does Notis know which person to associate with an event?
The event needs a reliable person identifier present in the campaign result. If the result does not include one, provide a matching rule in the instruction or treat the record as unresolved.
Does this send another email?
No. This workflow records engagement events in Customer.io; it does not send email.
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.
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.
ActiveTrail and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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