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Notis

See Your Customer.io Segments in One Inventory

Start a webhook to get a current list of Customer.io segments, then review the inventory without clicking through the workspace.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Segments

Lists the segments in your workspace.

Why this helps

Segment lists can be hard to review when you need a quick view of what already exists before planning customer outreach.

  • Retrieve the current workspace segment list on demand.
  • Reduce repeat navigation when reviewing existing segments.
  • Add context from a public reference page when specified and relevant.

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 Notis to retrieve and summarize the current Customer.io segments, using Agentql only to inspect a specified public reference if relevant.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real request and compare the inventory with the workspace.

Questions about this workflow

Does this workflow create or edit segments?

No. The allowed Customer.io action retrieves a list of segments.

Can it explain the rules behind each segment?

Use Get Segment Details after identifying segment ids if you need details. The workflow should not claim rules that the retrieved data does not provide.

When should I use this instead of a scheduled report?

Use the webhook when you want to request an inventory when needed rather than run it on a recurring schedule.

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.

TriggerScheduled

Suppress Customer Profile

Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

ActionInstant

Get Integrations

Lists the integrations configured in your workspace.

ActionInstant

Create Profile Alias

Merges one profile into another, moving its data to the canonical profile.

ActionInstant

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

ActionInstant

Get Segment Details

Retrieves details about a specific segment.

ActionInstant

Get Segment Membership

Retrieves the people in a specific segment.

ActionInstant

Get Segments

Lists the segments in your workspace.

ActionInstant

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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