Connect contacts with their account groups
Keep people connected to the organizations and projects they belong to in Customer.io.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
A contact's company or project relationship may be clear in Agile CRM but absent from Customer.io.
- Represent person-to-account relationships
- Make organizational context available in Customer.io
- Cut down on manual group maintenance
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Customer.io once in the Notis portal.
- 2Create a Notis automation and describe the group relationship outcome.
- 3In one instruction, tell Notis how to use the available Agile CRM relationship details to add a person to a Customer.io group.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real contact and account relationship.
Questions about this workflow
What does a Customer.io group represent?
Groups can represent objects such as companies, accounts, or projects that people belong to.
Does this create groups automatically?
The listed action adds people to a group. The required group and person identifiers need to be available from your connected data or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customerio. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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