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Notis

Send prospect profile and activity changes together

Keep profile updates and the activity that explains them in one coordinated batch.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Batch CDP Calls

Sends multiple profile and event calls in one batch; each call must meet its type’s requirements.

Why this helps

Separate profile and event updates create extra steps and can leave customer context out of sync.

  • Coordinate profile and activity changes in one run
  • Reduce repetitive calls to Customer.io
  • Keep records tied to supplied prospect identifiers

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 send the supplied identify and track calls together as a Customer.io batch request.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one prospect's profile and activity calls and review the result.

Questions about this workflow

What are the batch limits?

The action supports a maximum of 500KB total and 32KB per call.

Does this create records from Aeroleads automatically?

No native Aeroleads trigger is listed. The webhook request must provide the profile and activity calls or the data needed to form them.

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.

TriggerScheduled

Suppress Customer Profile

Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

ActionInstant

Get Integrations

Lists the integrations configured in your workspace.

ActionInstant

Create Profile Alias

Merges one profile into another, moving its data to the canonical profile.

ActionInstant

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

ActionInstant

Get Segment Details

Retrieves details about a specific segment.

ActionInstant

Get Segment Membership

Retrieves the people in a specific segment.

ActionInstant

Get Segments

Lists the segments in your workspace.

ActionInstant

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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