Keep the company behind every prospect in view
Give each prospect profile the organizational details needed to understand who they work with and why the lead matters.
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
A list of people without company context makes account research and follow-up harder to coordinate.
- Keep company context alongside prospect details
- Make account conversations easier to prepare
- Reduce repeated company lookups
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 the person and add the company context supplied in the webhook request to their Customer.io profile.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real person and company record.
Questions about this workflow
Does this create a Customer.io group or company object?
No. This workflow uses Identify Person to update a person profile. Creating relationships to group objects would require the Add Person to Group action and the relevant identifiers.
What context can it add?
It can use company details included in the request. The available Aeroleads description does not specify which exact enrichment fields are returned.
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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