Consolidate duplicate investor profiles
Use confirmed Affinity identity details to merge duplicate Customer.io profiles and keep engagement history together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Duplicate profiles split engagement history and make investor communication harder to coordinate.
- Consolidate history under a canonical profile
- Reduce duplicate outreach risk
- Use relationship records to support identity checks
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 identify duplicate profiles only when Affinity provides a reliable match and create an alias to the chosen canonical profile.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one confirmed duplicate and verify the alias result.
Questions about this workflow
Will it merge profiles based only on similar names?
The instruction should require reliable identity evidence. Similar names alone are not enough to safely merge profiles.
Which profile becomes canonical?
Specify how to identify the canonical Customer.io person in your instruction, using available identifiers and Affinity evidence.
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.
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.
Affinity 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.