Maintain useful enriched lead profiles without the manual pass
Let a recurring run keep the prospect details available to your team in one place.
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
Enrichment loses value when contact records are updated inconsistently or only after someone remembers to do it.
- Create a repeatable profile maintenance routine
- Keep supplied enrichment data visible to the team
- Reduce fragmented prospect records
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 update each supplied prospect's Customer.io profile with the enrichment details available for the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real enriched prospect and check the updated profile.
Questions about this workflow
Will it overwrite existing profile data?
The prompt should specify which supplied details to update. Review the result with one real profile before relying on recurring runs.
Where does the enrichment data come from?
This package uses the data available to the automation. The listed Aeroleads capabilities do not define a native trigger or a specific query action here.
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.
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.
Aeroleads and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.