Keep affiliate attribution on the right Customer.io profile
Add the conversion context you have to the customer profile your team already relies on.
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
When conversion details and customer profiles live separately, follow-up can miss useful affiliate attribution context.
- Keep provided conversion attribution details with the matching person.
- Reduce manual profile updates after affiliate conversions.
- Make available attribution traits easier to use in later Customer.io workflows.
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 which incoming conversion details should update the matching Customer.io profile and how to identify that person.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real conversion payload that includes a person identifier.
Questions about this workflow
Can this create a profile if it does not exist yet?
Yes. The Customer.io Identify Person action creates a profile or updates an existing one, provided the payload supplies a user ID or anonymous ID.
Will it determine attribution fields automatically?
No. The automation can use only attribution details included in the incoming payload or otherwise supplied by you.
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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