Keep account groups aligned with reviewed contacts
Schedule a review of a defined list, check its contact details, and add eligible existing profiles to the corresponding Customer.io company, account, or project groups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
Account membership can drift when verified contacts are not routinely connected to the right organizational group.
- Review a defined set of contacts on a predictable cadence.
- Connect eligible people to supplied organization groups after checks.
- Reduce manual group membership updates.
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 reviewed people belong in which Customer.io groups.
- 3Choose a recurring schedule and specify the accessible contact list and group references.
- 4Choose where Notis should send run reports.
- 5Test with one existing person and group before running the full review.
Questions about this workflow
How does the workflow know which group to use?
Provide the group reference or an available rule for selecting it. Addressfinder is described as verifying and enriching data, not defining Customer.io group membership.
Will this create missing profiles?
The selected action adds people to groups. It does not create a profile; ensure the person exists in Customer.io.
Can it review all people in Customer.io?
Only if the automation has access to an appropriate list or data source. Specify the records to review.
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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