Keep investor contact profiles in sync
Update investor context in Customer.io as Affinity contact details change, so outreach starts with the right relationship history.
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
Investor details drift between systems, leaving outreach based on stale context.
- Keep contact context current across tools
- Reduce manual profile updates
- Give campaigns better relationship context
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 update the matching Customer.io person with relevant contact details from Affinity.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact update and confirm the Customer.io profile.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. The request should identify the Affinity contact or provide the details Notis needs to find and update the matching person.
Does it create a profile if none exists?
Yes. Customer.io's Identify Person action can create a profile when the request provides a supported person identifier.
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
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