Carry company changes into customer profiles
Make company context available where customer communication is planned.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Changes to a client's organization can leave the person's engagement profile with outdated company information.
- Keep company context consistent across customer work.
- Reduce manual profile maintenance after company changes.
- Use the supplied updates for relevant personalization.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that updates the matching Customer.io person with supplied company traits.
- 3Choose a Notis webhook trigger and send the Agiled company change event to it.
- 4Choose a run report destination and test with one real company change.
Questions about this workflow
Which profiles will be updated?
The automation needs a person identifier and the company traits in the event payload. Define how a company change relates to a person.
Does Agiled trigger this directly?
No Agiled trigger is listed. Send the change to a Notis webhook to start the workflow.
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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