Create a useful history of scheduled contact reviews
Choose a recurring schedule and a defined contact list. Notis checks the listed contact details with Addressfinder and records the review outcome in Customer.io.
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
Periodic data quality checks are easy to forget and their results often disappear into one-off spreadsheets.
- Create a Customer.io event trail for recurring contact checks.
- Make review outcomes available alongside customer activity.
- Reduce repeated spreadsheet-based review tracking.
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 which review results to record as Customer.io events.
- 3Choose a recurring schedule and specify the contact list or record source to review.
- 4Choose where Notis should send run reports.
- 5Test with one real record and confirm the event appears for the intended person.
Questions about this workflow
Does a schedule provide a list of people to check?
No. Specify an accessible contact list or record source in the automation instruction.
What goes into the event?
The event can describe the review and its outcome using the information available from the run.
Can this also update profile traits?
This workflow uses the event tracking action. Choose profile identification when the desired result is to create or update profile traits.
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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