Review campaign delivery with client context nearby
See relevant delivery activity and client context in one recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Why this helps
Message results and client context live in separate tools, making it harder to spot who may need attention.
- Bring message activity into a recurring operational review.
- Reduce context switching while reviewing customer engagement.
- Highlight records that merit human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that retrieves message records for the period and summarizes relevant activity alongside available client context.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go and test with a real reporting period.
Questions about this workflow
Does this send or alter messages?
No. The selected action retrieves message records and delivery metrics for review.
Can it identify clients in the records?
Only when the message data and Agiled context provide identifiers that can be compared. Supply missing matching context if necessary.
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
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