Make prospect profile refresh a repeatable routine
Choose a cadence for updating the enrichment data you already have, then review each run from your report channel.
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
Profile maintenance competes with higher priority work, so useful lead research becomes stale or scattered.
- Make profile upkeep more predictable
- Keep provided research details available to the team
- Reduce manual data maintenance sessions
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 refresh each supplied Customer.io prospect profile with the current enrichment details available for the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one real profile update and review the run report.
Questions about this workflow
Is this a distinct source trigger?
No. It uses a Notis cron schedule because Aeroleads does not expose trigger events in the supplied context.
What if there is no new enrichment data?
The automation can only process information available to the run. Review the prompt and run reports to understand which profiles had updates.
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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