Keep Customer.io profiles current with agent research
Move useful, verified research into the profile your team already uses.
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
Research gathered by an agent can remain isolated from the customer profile used for follow-up.
- Add available research traits to an identified profile.
- Create a profile when Agenty provides a supported identifier.
- Reduce manual profile updates after research.
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 verified traits should update profiles.
- 3Choose a webhook trigger for Agenty research results.
- 4Choose where Notis should send run reports.
- 5Test with one real result containing a person identifier.
Questions about this workflow
What identifier is required?
Customer.io requires a user_id or anonymous_id. Agenty's webhook must include one for Notis to identify the person.
Will it invent missing profile details?
No. It can use only the identifiers and traits supplied by Agenty or specified by you.
Can this create profiles?
Yes. Customer.io creates a profile if the supplied identifier does not already exist.
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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