Connect researched people to their Customer.io groups
Keep the people and organizations uncovered in research connected in Customer.io.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
A useful person-to-company relationship can get lost when research and customer records live in separate tools.
- Establish group relationships from available research.
- Keep company, account, or project membership accessible to Customer.io workflows.
- Avoid manually adding researched people to groups.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Customer.io once in the Notis portal.
- 2Create a Notis automation and describe which researched people belong in which groups.
- 3Choose a webhook trigger for Agenty research results.
- 4Choose where Notis should send run reports.
- 5Test with one real person and an existing Customer.io group.
Questions about this workflow
What does a Customer.io group represent?
Groups can represent objects such as companies, accounts, or projects that people belong to.
Does this action create the group?
This action adds people to a group. The relevant group and identifiers should be available in Customer.io and the Agenty result.
What if the relationship is unclear?
The automation should only add a person when the research provides a clear group relationship and the required identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Customerio. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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