Keep Agile CRM contacts current in Customer.io
Turn a contact update into a useful Customer.io profile update without repeating the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Contact details can change in Agile CRM while Customer.io still holds stale profile information.
- Reduce duplicate profile maintenance
- Keep contact traits current for targeting
- Avoid switching between CRM and messaging tools
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Customer.io once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the profile update outcome.
- 3In one instruction, tell Notis which Agile CRM contact details to use as Customer.io profile traits.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real contact update sent to the webhook.
Questions about this workflow
Does Agile CRM provide a native trigger for this workflow?
No Agile CRM trigger event is listed here, so this workflow starts with a Notis webhook request.
What happens when the profile does not exist yet?
Customer.io's Identify Person action can create a profile or update an existing one, provided the request includes a user_id or anonymous_id.
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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