Keep profile contact details current with scheduled checks
Set a recurring schedule to review a contact list you provide. Addressfinder checks the listed details, and Customer.io profiles are updated with the resulting 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
Contact records become stale when no one has time to revisit them across multiple tools.
- Revisit a defined set of records without remembering to start each review.
- Use Addressfinder checks to inform profile updates.
- Keep scheduled work visible through run reports.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the contact list to review and how to update matching profiles.
- 3Choose a recurring schedule and identify the list or source of records the automation can access.
- 4Choose where Notis should send run reports.
- 5Test with one real record and confirm the updated profile before relying on the schedule.
Questions about this workflow
Where does the scheduled workflow get the records?
The automation needs access to a contact list or record source. Name that source in your instruction; the schedule alone does not provide customer data.
Can it discover every stale profile automatically?
Only if the available records or supplied criteria identify which profiles need review. Provide those criteria or a review list.
How often can it run?
Choose a recurring schedule in the automation setup that fits your review process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Customerio. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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