Give Customer.io a record of prospect engagement
Keep engagement signals close to the profile so later outreach can take recent activity into account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Engagement signals can be missed when they are scattered across research and outreach tools.
- Add engagement context to customer profiles
- Support more informed campaign decisions
- Reduce manual activity logging
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 record each supplied prospect engagement signal as a Customer.io event with the available properties.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real engagement signal and verify it in Customer.io.
Questions about this workflow
Which engagement signals can this track?
Only signals present in the data provided to the run. The Aeroleads description does not specify a particular engagement event feed.
Can I use this to send a campaign?
This workflow records events. A campaign may use the resulting event if it is configured in Customer.io.
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
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