Consolidate verified duplicate Customer.io profiles
When research confirms two records belong together, bring their customer history under one profile.
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 can split customer context across identifiers and make follow-up harder to manage.
- Consolidate profile data under a canonical Customer.io user.
- Use research to identify confirmed links between multiple identifiers.
- Reduce fragmented customer context caused by duplicate profiles.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Customer.io once in the Notis portal.
- 2Create a Notis automation and describe how to handle only confirmed identifier matches.
- 3Choose a webhook trigger for Agenty identity research results.
- 4Choose where Notis should send run reports.
- 5Test with one real, verified match and the intended canonical user_id.
Questions about this workflow
When should an alias be created?
Only when Agenty research or your instruction confirms that the previous_id and user_id represent the same person.
What does aliasing do?
Customer.io moves data from the previous_id profile to the user_id profile to consolidate them.
Can it decide which person is canonical?
The intended canonical user_id must be provided by Agenty or specified in your instruction.
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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