Review who belongs to a Customer.io segment from email context
Make a membership question easier to investigate by bringing the people in a known segment into the workflow report.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Why this helps
Checking membership for an audience request can mean breaking focus and paging through data manually.
- Retrieve members for a specific segment referenced by a request.
- Support audience review without losing the email context.
- Page through the membership data returned by Customer.io.
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 retrieve membership for the specified segment and summarize the returned people relevant to the 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 it search all segments for people?
No. This action retrieves people in a specific segment, so the segment id needs to be available.
Can it add or remove people from the segment?
No. Get Segment Membership is a retrieval action.
Will it return every member at once?
The action supports paging through segment membership. The instruction can ask Notis to summarize the returned data.
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
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Email Received
Trigger for new emails in an AgentMail inbox
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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.
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Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get 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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