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Notis

Review Who Belongs to a Customer.io Segment

Ask Notis to retrieve membership for a known segment when you need to understand the people included in an audience.

Trigger

Webhook received

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

Action

Get Segment Membership

Retrieves the people in a specific segment.

Why this helps

Checking segment membership manually can consume time and make a targeted audience review harder to complete.

  • Retrieve membership for a specific segment.
  • Summarize a paginated audience review in one report.
  • Make clear when the result covers only the returned pages.

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 paginated membership for the supplied Customer.io segment id, noting any pagination limits.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one known segment id and confirm the membership report.

Questions about this workflow

What do I need before running it?

Identify the segment id first. Use Get Segments or Get Segment Details if needed.

Will the result always include every member?

Membership is paginated. The report should state which pages or results were retrieved and avoid claiming completeness when pagination was not exhausted.

Does this change who is in the segment?

No. It retrieves segment membership for review.

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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