Give customer journeys deal milestone context
Record the Affinity deal moment in Customer.io so later engagement can reflect what happened and when.
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
Deal progress stays trapped in the CRM and does not inform customer engagement.
- Make deal milestones available to journeys
- Reduce duplicate status reporting
- Keep an event trail for engagement
Setup
Build it in a few focused steps.
- 1Connect Affinity and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to record the relevant Affinity deal milestone as an event for the matching Customer.io person.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real milestone and verify the event in Customer.io.
Questions about this workflow
What counts as a deal milestone?
Describe the meaningful change in your instruction, such as a deal moving to a specified stage. Notis can only use information available from Affinity or included in the webhook request.
Can this start an existing Customer.io campaign?
This workflow records an event. Configure Customer.io journeys to use that event if you want it to drive a campaign.
When this happens · Trigger
Do this · Action
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.
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.
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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.
Affinity and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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