Keep account relationships together in Customer.io
Carry the account context from an Agiled handoff into the group that represents it 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 can be present in Customer.io without the account relationship needed to organize communications.
- Preserve person to organization context for communications.
- Reduce manual group membership maintenance.
- Support account-level campaign organization.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that adds the supplied person to the corresponding Customer.io group.
- 3Choose a Notis webhook trigger and provide the relationship event from Agiled.
- 4Choose where run reports go, then test with one real contact and account.
Questions about this workflow
What does a Customer.io group represent?
Groups represent entities such as companies, accounts, or projects. The relationship and identifiers need to be available in the event data.
Does Agiled send this trigger directly?
No Agiled trigger is listed. Start the automation with a Notis webhook request containing the contact and relationship details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Customerio. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.