Keep Customer.io profiles aligned with your Agiled client roster
Give client profiles a scheduled refresh so campaign context does not quietly go stale.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Client details change over time, and profile updates are easy to postpone when they depend on manual checks.
- Make profile upkeep a recurring task instead of a memory test.
- Use current Agiled client data available to Notis.
- Keep campaign personalization based on supplied client traits.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that reviews available Agiled client information and updates matching Customer.io profiles.
- 3Choose a recurring Notis schedule as the trigger.
- 4Pick a destination for run reports and test with one real client record.
Questions about this workflow
How does the schedule know which clients changed?
The action uses information available to Notis from Agiled. State the records and update criteria in the instruction, or supply a change list if Agiled does not expose the needed history.
Does this create duplicate profiles?
Customer.io identifies a person by the provided identifier and updates an existing profile when it matches. Include a reliable identifier in the available data.
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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