Refresh investor profiles on a schedule
Keep Customer.io profiles aligned with Affinity by periodically reviewing contact details and relationship context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Investor profile details become outdated when updates happen in only one system.
- Catch profile drift without manual checks
- Keep campaign context fresh
- Review a predictable batch of contacts
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 contacts and update matching Customer.io profiles with current relevant details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact and review the profile update.
Questions about this workflow
How often can it run?
Choose a recurring schedule in the Notis trigger settings that fits your update volume.
Will it overwrite every profile trait?
Describe which relevant details to update. Notis follows the instruction and the available data; test with a real contact before relying on it.
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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