Connect Agent mail to Customerio
When something happens in Agent mail, Notis takes the next step in Customerio. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agent mail to Customerio
Turn inbound email into a Customer.io broadcast
Use a new Agent Mail email as context for a targeted Customer.io broadcast, with a human-defined broadcast id and audience override.
Find the right Customer.io transactional message for an email
When Agent Mail receives an email, retrieve Customer.io transactional message templates so you can identify an available template for a response.
Check Customer.io newsletters against an inbound request
Retrieve the workspace newsletter list when Agent Mail receives a message that asks about an existing newsletter or email update.
Surface Customer.io snippets for an email response
Look up reusable Customer.io content snippets when a new Agent Mail email calls for a consistent answer or piece of copy.
Check Customer.io integrations while triaging email
Retrieve configured Customer.io integrations when an inbound email refers to a connected service or an integration issue.
Use email requests to look up Customer.io segments
Retrieve Customer.io segments when a new Agent Mail message asks about audience groups or segment availability.
Check Customer.io collections from a data request email
Retrieve Customer.io collection metadata when an inbound message asks about available workspace collections.
Get Customer.io segment details for an email request
When a message identifies a Customer.io segment, retrieve its details to support a more informed audience decision.
Review Customer.io segment membership for an email request
Retrieve people in a specific Customer.io segment when an inbound request calls for membership review and the segment id is available.
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Customerio. A trigger fires from one place; an action lands in another.
Agent mail triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agent mail and Customerio
Connect any two apps with Notis in the middle.
Agent mail and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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