Consolidate duplicate candidate profiles
Keep candidate history together when Affinda results support that two identifiers belong to one person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Separate profiles can split a candidate's information and make follow-up harder to coordinate.
- Consolidate supported duplicate identities.
- Keep profile history under one canonical Customer.io profile.
- Flag uncertain matches for review instead of merging them.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Customer.io once in the Notis portal.
- 2Create an automation and instruct Notis to create an alias only when Affinda data supports that two candidate identifiers refer to the same person.
- 3Choose the Notis webhook trigger and connect the process sending the relevant Affinda results.
- 4Choose where run reports go, then test with one confirmed duplicate example.
Questions about this workflow
Will it merge profiles based on similar names alone?
No. Instruct Notis to require reliable evidence from the available Affinda data and report uncertain matches for review.
What does the alias action do?
Customer.io's alias action moves data from the previous identifier profile to the canonical user profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customerio. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.