Review Customer.io segment details from an inbound request
Turn a segment question into a focused detail lookup, using the segment id already identified in your workspace.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Why this helps
A request about a specific audience can require a multi-step search before you understand what the segment represents.
- Retrieve details for a specific segment relevant to a message.
- Use segment context to make follow-up decisions.
- Keep the lookup connected to the original request.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to identify the segment id from known context and retrieve its details for the email request.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real example email and review the run report.
Questions about this workflow
Does this action find a segment id by itself?
Get Segment Details is for a specific segment. If the id is not known, the segment list can be retrieved first, but the listed action here is the detail lookup.
Can it change segment rules?
No. It retrieves details about a specific segment.
What if the email only describes an audience in general terms?
The lookup needs enough available context to identify a specific segment. The report should make clear if that is missing.
When this happens · Trigger
Do this · Action
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
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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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