Process a client update batch in one handoff
Handle a prepared batch of client changes without repeating the same profile task one at a time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Batch CDP Calls
Sends multiple profile and event calls in one batch; each call must meet its type’s requirements.
Why this helps
Updating many customer records individually adds repetitive work and makes it easier to miss one.
- Reduce repetitive profile update steps for a prepared batch.
- Send multiple supported CDP calls through one batch action.
- Make bulk client changes easier to review through run reports.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that turns the supplied client changes into appropriate Customer.io CDP calls in a batch.
- 3Choose a Notis webhook trigger and send one prepared batch from your Agiled process.
- 4Choose where run reports go and test with a small real batch.
Questions about this workflow
What can the batch contain?
Customer.io supports identify, track, page, screen, group, and alias calls in a batch, subject to the endpoint limits. Supply the records and intended operations.
Can this discover every changed Agiled record automatically?
Only if the changed records are made available to Notis. Agiled has no listed trigger event in this package.
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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