Turn scheduled research into a Customer.io follow-up
Move from recurring research to a timely follow-up using a broadcast you have already prepared.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Trigger Broadcast
Triggers a broadcast to send messages to its defined audience.
Why this helps
Research follow-up can stall when someone has to interpret results, find the right broadcast, and start it manually.
- Connect a scheduled research run to a prepared broadcast.
- Use audience overrides and personalization data when supplied.
- Reduce the handoff between research and follow-up.
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 audience and personalization data for the prepared broadcast.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real research result and a confirmed Customer.io broadcast ID.
Questions about this workflow
Does this create a broadcast?
No. Trigger Broadcast manually triggers an existing broadcast, so its ID must be known.
Can it override the default audience?
The action supports providing an audience override and personalization data after confirming the broadcast ID.
Can the automation send without valid audience data?
The instruction should require enough audience information from Agenty or you before triggering the broadcast.
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
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Webhook trigger
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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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