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Notis

Put discovered prospect emails where follow-up happens

When a business email is found, add it to the customer profile so your next step has the context it needs.

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

A discovered email can stay buried in research notes while the customer profile remains unusable for follow-up.

  • Reduce copy and paste from prospect research
  • Keep contact details near campaign activity
  • Make researched contacts easier to prepare

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 identify the prospect and add the supplied discovered email and relevant details to their profile.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real prospect and confirm the email is on the intended profile.

Questions about this workflow

Does this workflow find the email itself?

The workflow uses an email supplied to the automation. Aeroleads has no listed trigger event in this package.

What else is needed besides the email?

Include user_id or anonymous_id as the Customer.io Identify Person action requires one of them.

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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