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Notis

Send a batch of prospect profile updates to Customer.io

Handle a set of researched leads together, while keeping each profile update tied to its own identifiers and details.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send Batch CDP Calls

Sends multiple profile and event calls in one batch; each call must meet its type’s requirements.

Why this helps

Updating several researched prospects one by one adds busywork and makes it easier to miss a contact.

  • Process multiple profile updates in one run
  • Reduce repetitive contact updates
  • Keep scheduled work visible in run reports

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Customer.io once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to send the supplied prospect profile updates as Customer.io batch CDP identify calls.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with a small batch of real prospects and review the results.

Questions about this workflow

How many calls can a batch contain?

The listed batch action supports up to 500KB total and 32KB per individual call. Keep each run within those limits.

Does this fetch prospects from Aeroleads automatically?

No Aeroleads trigger or fetch action is listed here. The prospect updates must be available to the scheduled automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Customerio. A trigger fires from one place; an action lands in another.

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

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