Resolve duplicate identities with a canonical profile
Bring multiple identifiers for one person together when Agile CRM makes the relationship clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Multiple identifiers for the same person can fragment engagement history across Customer.io profiles.
- Consolidate data around one canonical profile
- Reduce fragmented engagement history
- Use CRM context to support identity cleanup
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Customer.io once in the Notis portal.
- 2Create a Notis automation with a clear identity-consolidation outcome.
- 3In one instruction, describe how to identify the canonical Customer.io user and the previous identifier from available CRM context.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one confirmed duplicate identity before using the workflow broadly.
Questions about this workflow
What does creating an alias do?
The action moves data from the previous_id profile to the user_id profile, consolidating them into one canonical profile.
Can Notis decide that two contacts are duplicates based on similar names?
The workflow should rely on reliable identity clues. A name match alone may not establish that two identifiers belong to the same person.
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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