Keep a weekly agency performance record in Customer.io
Give your team one recurring snapshot of the agency measures you choose to track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Performance reviews become harder when agency metrics are gathered inconsistently or only when someone remembers to check.
- Create a recurring record for selected performance measures.
- Reduce the effort of preparing a weekly review.
- Keep the tracked measures consistent across reporting periods.
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 which AgencyZoom performance data to review and which supplied measures to record as a Customer.io event; identify any baseline or measure that is unavailable.
- 4Choose the cron trigger and set the schedule, then select where run reports should go.
- 5Test one run against a real reporting period and confirm the event contents.
Questions about this workflow
Which performance measures are included?
Specify the measures in your instruction. Notis can only summarize data it can retrieve; supply any missing baseline or measure you need.
How often does it run?
You choose the recurring schedule when selecting the cron trigger in the automation setup.
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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