Find Customer.io collection details from an email request
Get the current collection metadata in view when a message asks what data collections are available.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Collections
Tool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
Why this helps
Finding collection details can interrupt email triage and require a separate workspace investigation.
- Retrieve current collection metadata from an email workflow.
- Give data related questions useful workspace context.
- Reduce repeated manual catalog checks.
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 list collection metadata and summarize entries relevant to the email.
- 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 retrieve records from each collection?
No. List Collections retrieves collection metadata, not the underlying records.
Can it modify collection contents?
No. The listed action is for reading collection metadata.
What if the message does not mention a collection?
Your instruction can ask Notis to report only when the message appears to concern available collections.
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.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.