Keep prospect contact details current across your workflow
Send updated contact information where follow-up happens, with the request providing the identifier and new details.
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
Stale or incomplete contact details slow down outreach and create avoidable manual checks.
- Reduce retyping updated contact information
- Keep profiles more useful for outreach
- Make contact changes easier to audit in run 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 identify the Customer.io person and update the profile with the new contact details supplied in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real updated contact and confirm the profile.
Questions about this workflow
Can this workflow discover missing contact details?
It can update details supplied to the automation. Aeroleads has no listed source trigger event, so discovery is not initiated by a native Aeroleads event here.
What identifier must the request include?
Customer.io requires user_id or anonymous_id for Identify Person.
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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