Turn recurring competitor checks into Customer.io events
Keep recurring research findings available in Customer.io without remembering to run checks by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Competitor monitoring is easy to postpone, and findings can disappear into isolated reports instead of a usable event history.
- Run page checks on a regular schedule.
- Keep notable findings in Customer.io event history.
- Use event properties for downstream segmentation when supplied.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Customer.io once in the Notis portal.
- 2Create a Notis automation and describe the pages to check and findings to record.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real monitored page and an available Customer.io person identifier.
Questions about this workflow
Can Customer.io events be recorded without a person identifier?
Track Event is associated with a person, so the workflow needs a Customer.io person identifier from Agenty or your instruction.
Does Agenty provide competitor events automatically?
Agenty has no listed integration trigger here. The Notis schedule starts a run that can ask Agenty to perform the check.
What happens when a page has not changed?
The instruction can ask Notis to record only notable findings. The workflow depends on Agenty returning the comparison result.
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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