Keep prospect outreach history visible in Customer.io
Make outreach milestones easier to act on by recording them as customer events on a schedule.
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
Outreach activity can lose context when teams have to check separate tools before deciding what to do next.
- Keep relevant outreach milestones in Customer.io
- Support behavior-based segments and campaigns
- Review scheduled runs through Notis 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 record each supplied prospect outreach milestone as a Customer.io event with its provided properties.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real milestone and verify the event in Customer.io.
Questions about this workflow
Does Aeroleads provide a native trigger for this?
No. This workflow uses a Notis cron schedule, and the relevant prospect milestones must be available to the automation when it runs.
Can Customer.io use these events in campaigns?
Track Event records actions and properties associated with a person, which can support segmentation and campaigns.
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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