Turn Website Research into Customer.io Profiles
Send a website or lead list to Notis. Agentql gathers the relevant details, and Customer.io gets an identified profile ready for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Researching prospects in one place and manually updating customer profiles in another creates busywork and inconsistent records.
- Reduce copying between research and customer records.
- Update an existing profile or create one when it is missing.
- Keep the workflow focused on details Agentql can verify.
Setup
Build it in a few focused steps.
- 1Connect Agentql and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Agentql to inspect submitted websites for lead details and Customer.io to identify the person with verified traits.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the resulting profile.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request reaches Notis. Agentql has no listed trigger events.
Will it create duplicate profiles?
Customer.io identifies a person by the identifier supplied. Tell Notis to use a stable identifier and check for an existing profile when the source provides one.
Can Agentql verify any detail about a prospect?
It can inspect websites and return structured data, but unavailable or unverified details should be left out or marked as unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Customerio. A trigger fires from one place; an action lands in another.
Agentql triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Agentql and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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