Carry explicit removal decisions into Customer.io
Keep a clear removal decision from Agile CRM from being undone by a later profile update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Why this helps
When a contact is marked for permanent removal, separate systems can make it easy to miss the follow-through.
- Reduce missed removal follow-through
- Prevent re-adding profiles that should remain suppressed
- Keep the decision tied to an explicit CRM status
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Customer.io once in the Notis portal.
- 2Create an automation in Notis and describe the removal outcome precisely.
- 3In one instruction, specify the exact Agile CRM signal that means a Customer.io profile should be permanently suppressed.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test with one real contact that has an explicit permanent-removal decision.
Questions about this workflow
Is suppression reversible through later profile updates?
The action description says suppression permanently deletes a customer profile and prevents it from being re-added. Use it only for an explicit permanent-removal decision.
Can this infer that a contact is inactive?
No. Inactivity alone is not a stated removal signal. Define a clear removal indicator in Agile CRM before using this workflow.
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.
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When this happens · Trigger
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