Process ActiveTrail contact updates in Customer.io batches
Let Notis gather contact updates on a schedule and apply supported profile changes efficiently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 backlog of routine profile updates can consume attention that is better spent on customer work.
- Handle multiple profile updates in one scheduled run.
- Save time on routine customer data maintenance.
- Surface incomplete or ambiguous records for review.
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 which recent contact updates Notis should review and how to apply clear updates to Customer.io in a batch.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real set of contact updates and inspect the results in Customer.io.
Questions about this workflow
Can the batch contain multiple types of Customer.io calls?
Customer.io batch calls support several call types. Tell Notis which supported profile updates are appropriate for the source data.
What happens to incomplete records?
Ask Notis to report records that lack the information needed for a safe update, so they can be reviewed separately.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.