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Notis

Turn Aeroleads prospect research into useful Customer.io profiles

Capture a prospect once, then keep their Customer.io profile current with the details Aeroleads found.

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

Prospect research gets stranded in a separate tool, leaving customer profiles incomplete and follow-up harder to personalize.

  • Reduce re-entry of prospect details
  • Keep contact profiles ready for relevant follow-up
  • Preserve useful enrichment context

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 or update a Customer.io profile with the prospect details and enrichment data provided by Aeroleads.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real prospect and review the profile update.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Aeroleads has no listed native trigger events.

What if Aeroleads does not provide an email address?

The automation can use an available identifier, such as a user ID, if supplied. Customer.io requires either user_id or anonymous_id; provide the needed identifier in the request.

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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