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Refresh customer device context regularly

Let a recurring check keep profile context aligned with the latest available device information.

Trigger

Recurring schedule

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

Action

Identify Person

Creates or updates a person’s profile and assigns traits.

Why this helps

Manual profile refreshes are easy to postpone, leaving customer context behind the device data.

  • Refresh supplied device traits without repeated manual profile edits.
  • Keep customer context current on a cadence that suits the work.
  • Use a report channel to notice failed or incomplete runs.

Setup

Build it in a few focused steps.

  • 1Connect Adafruit IO and Customer.io once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe which latest available device details should update the matching person's profile.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real profile and verify the updated traits.

Questions about this workflow

Can this update every person in a Customer.io segment?

The workflow needs access to the relevant person identifiers and device information. The described action updates a person profile; do not assume an unlisted bulk operation.

What happens if the latest device information is unavailable?

The run cannot update facts it cannot access. Configure an available data source or adjust the instruction to report the missing data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adafruit IO 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.

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

When this happens · Trigger

Do this · Action

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