Connect Affinity to Customerio

When something happens in Affinity, Notis takes the next step in Customerio. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Affinity to Customerio

View example

Sync Affinity Investor Contacts to Customer.io

When an Affinity contact changes, update their Customer.io profile with the investor relationship details needed for relevant follow-up.

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Record Affinity Deal Milestones in Customer.io

Record a meaningful investor deal milestone as a Customer.io event so engagement journeys can respond to the latest deal context.

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Trigger an Investor Broadcast from an Affinity Signal

Use a webhook carrying a qualified investor signal to trigger a confirmed Customer.io broadcast with the relevant personalization data.

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Refresh Customer.io Profiles from Affinity

On a schedule, review Affinity investor contacts and refresh matching Customer.io profiles with current relationship details.

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Merge Duplicate Investor Profiles in Customer.io

On a schedule, find Affinity contacts that share a confirmed identity and create Customer.io aliases to consolidate duplicate profiles.

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Link Investor Contacts to Customer.io Groups

When an Affinity relationship update arrives, add the relevant Customer.io person to the group representing their company, account, or project.

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Suppress Contacts Marked for Deletion in Affinity

On a scheduled review, suppress Customer.io profiles only when an Affinity record clearly indicates a permanent deletion request.

View example

Review Customer.io Delivery After Affinity Pipeline Changes

After reviewing Affinity pipeline activity, retrieve Customer.io message delivery data for a chosen period to help assess recent outreach.

View example

Review Customer.io Segment Coverage for Affinity Contacts

Review an Affinity contact set and retrieve Customer.io segments to report which relevant segments may need inspection.

Supported Triggers and Actions

Notis builds workflows that link Affinity to Customerio. A trigger fires from one place; an action lands in another.

Affinity 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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.