Make quiet affiliate partners easier to spot
Turn the partner activity data you already have into a clear profile signal for your next review.
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
Quiet partners can slip off the radar when activity checks depend on remembering to revisit reports.
- Create a profile signal for partner records identified by your available activity data.
- Make recurring partner reviews easier to act on.
- Reduce manual searching for low-activity partners.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Customer.io once in Notis.
- 2Create an automation in the portal or from any Notis channel.
- 3Describe the inactivity rule and review flag to apply, and provide partner identifiers plus activity history if those are not included in the available data.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real partner record and verify the profile update.
Questions about this workflow
Does Notis know which partners are inactive by default?
No. Define the inactivity rule and make the necessary activity data available to the automation.
What identifier is needed for the profile update?
Customer.io Identify Person requires a user ID or anonymous ID. Supply a partner profile identifier that Customer.io can use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Customerio. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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