Turn researched prospect readiness into a usable event
Keep a record of why a prospect is ready for a segment, so campaign decisions have a clear starting point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Segment decisions can be hard to repeat when research and the reason for inclusion are not recorded together.
- Record a clear signal for segment review
- Keep the reason available in event properties
- Reduce repeated qualification checks
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 an event for each prospect the webhook marks as meeting your supplied segment criteria.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect and verify the event and its properties.
Questions about this workflow
Does this create a Customer.io segment?
No. This action tracks an event. The supplied criteria and Customer.io segment configuration determine how the event is used.
Where do the criteria come from?
Include the criteria or a ready status in the webhook request. The available source description does not define automatic qualification rules.
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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