Consolidate Verified Duplicate Profiles
When two identifiers refer to one person, have Notis verify the supplied context and create a Customer.io alias to consolidate the profiles.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Duplicate profiles split customer history and create uncertainty about which record should guide follow-up.
- Consolidate profile data under a canonical Customer.io profile.
- Reduce confusion from multiple identifiers for one person.
- Require verified identity context before merging.
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 the supplied identity reference and Customer.io to create an alias from the prior profile id to the canonical user id only when the match is verified.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one confirmed duplicate pair and review the resulting canonical profile.
Questions about this workflow
What happens when an alias is created?
Customer.io moves data from the previous_id profile to the user_id profile, consolidating them under the canonical profile.
Can the workflow guess that two profiles belong to one person?
No. Use a verified relationship and identifiers. Skip the alias when evidence is incomplete.
Which profile becomes canonical?
The user_id profile is the canonical destination. Supply the intended canonical identifier explicitly.
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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