See whether investor contacts fit your segments
Use current Affinity contact context and Customer.io segment listings to make audience coverage easier to inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segments
Lists the segments in your workspace.
Why this helps
Founders can lose time checking whether important contacts are represented in campaign audiences.
- Surface audience coverage questions
- Reduce repeated manual cross-checks
- Make segment review easier to act on
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 review the specified Affinity contact set, retrieve Customer.io segments, and report supported matches and gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact set and review the findings.
Questions about this workflow
Does this add people to segments?
No. This workflow retrieves the segment list and reports coverage findings; it does not modify segment membership.
Can it prove segment membership?
A segment listing alone does not establish each person's membership. Use the appropriate membership lookup when you have a specific segment to inspect.
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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