Consolidate duplicate client identities in Customer.io
Bring a confirmed client's Customer.io history under one canonical identity when your records establish the match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Multiple identifiers for one client can split history and make follow-up less consistent.
- Consolidate profile data under a canonical Customer.io identity.
- Keep customer history together when identifiers change.
- Reduce confusion caused by duplicate profiles.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an alias only when the request confirms both identifiers belong to the same client, and specify the canonical user identity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one confirmed identity match and verify the canonical profile.
Questions about this workflow
What does creating an alias do?
Customer.io moves data from the previous profile identifier to the canonical user identifier. Use this only when the identity match is confirmed.
Can the automation infer that two records are the same person?
Do not rely on an unstated match rule. Your request or instruction must provide the confirmed identity relationship and canonical identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customerio. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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