Refresh customer profiles from recurring research
Keep relevant profile details current through a scheduled research routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Profile enrichment often gets delayed because someone has to remember to repeat the research and transfer the results.
- Run research on a recurring schedule.
- Update profiles with traits available in each research result.
- Reduce manual refresh and data entry work.
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 profiles and verified traits to refresh.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real research result containing a supported person identifier.
Questions about this workflow
Which profiles will be updated?
The instruction must specify how to identify the relevant people, and Agenty must return a supported Customer.io identifier.
Will unavailable traits be filled in?
No. Only traits returned by Agenty or supplied by you can be used.
Does this action send campaign messages?
No. It creates or updates profiles. Campaign delivery is not part of this workflow.
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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