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Notis

Keep verified people connected to their organizations

Submit a contact and organization reference through a webhook. After checking the contact details, Notis adds the person to the specified Customer.io group.

Trigger

Webhook received

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

Action

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

Why this helps

People and company records lose context when their relationship is left for someone to add by hand.

  • Validate contact details before establishing the relationship.
  • Keep people associated with the relevant company, account, or project group.
  • Reduce manual group assignment after contact review.

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 when a checked person should be added to a Customer.io group.
  • 3Choose a webhook trigger and include the contact details, person identifier, and intended group reference.
  • 4Choose where Notis should send run reports.
  • 5Test with one real person and organization group.

Questions about this workflow

What does a Customer.io group represent?

Groups can represent objects such as companies, accounts, or projects, according to the supplied event description.

Does Addressfinder choose the organization group?

Addressfinder is described as checking and enriching contact data. Provide the intended group or the rule for choosing it in the webhook data or instruction.

Will this create a Customer.io profile?

The selected action adds people to a group. Ensure the person already exists or use a separate profile identification workflow.

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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