Check available Customer.io segments when audience questions arrive
Bring audience context into email triage by checking the segment catalog when someone asks about a group.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Why this helps
Audience questions often send you searching through Customer.io while the original email waits for a reply.
- Find the current segment catalog from an email-triggered workflow.
- Help answer questions about existing audiences.
- Keep audience lookup attached 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 retrieve segments and identify those relevant to the audience question in 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 this create or edit segments?
No. Get Segments retrieves the workspace segment list.
Can it tell how many people are in a segment?
This action retrieves the segment list. Use the segment membership action for people in a specific segment, after identifying its id.
Can this use the sender's wording to find a likely segment?
Notis can compare the message with the returned segment information and summarize likely matches.
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.