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Notis

Keep unverified lead details out of Customer.io

Send new lead details through a Notis webhook. Addressfinder checks the contact data, and Customer.io receives a profile with the verification results.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Identify Person

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

Why this helps

Copying unchecked addresses and contact details into Customer.io can create bad records and make follow-up harder.

  • Check submitted addresses, email addresses, and phone numbers before updating a profile.
  • Keep verification results with the Customer.io profile for easier review.
  • Reduce manual checks when new leads arrive.

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 how to check lead details and update the matching Customer.io profile.
  • 3Choose a webhook trigger and send it the lead details that Addressfinder should verify.
  • 4Choose where Notis should send run reports.
  • 5Test with one real lead and confirm the profile contains the expected details and verification results.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Addressfinder has no listed trigger events.

What information should the webhook provide?

Include the lead's contact details and the identifier Customer.io should use. The automation can only validate details included in the request.

Does this send an email to the lead?

No. It creates or updates a Customer.io profile; it does not send a message.

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.

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.

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

When this happens · Trigger

Do this · Action

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