Turn investor qualification into timely outreach
When a qualified investor signal arrives, trigger the right Customer.io broadcast with the context needed to personalize it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Trigger Broadcast
Triggers a broadcast to send messages to its defined audience.
Why this helps
Qualified investor follow-up gets delayed while teams move context into campaign tools.
- Reduce delay after qualification
- Use signal context for personalization
- Keep follow-up tied to a real investor event
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 which qualification signal should trigger the confirmed Customer.io broadcast and what personalization data to include.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real qualification example and verify the broadcast trigger.
Questions about this workflow
Does this choose a broadcast automatically?
The instruction should identify the intended, already configured broadcast. Customer.io's action triggers a broadcast after its id is confirmed.
Where does personalization come from?
Notis can use relevant information available in Affinity and data supplied with the webhook request.
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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