Keep transactional message options visible to operations
Make the available transactional templates easy to review alongside client operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactional Messages
Lists the transactional message templates in your workspace.
Why this helps
Teams can lose time searching for the right transactional template when a client issue needs a coordinated response.
- Keep a current inventory of available transactional templates.
- Reduce searching during client operations work.
- Surface templates that may fit the supplied operational context.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that lists transactional templates and summarizes those relevant to the available Agiled operations context.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose a destination for run reports and test with one real operations example.
Questions about this workflow
Does this send a transactional message?
No. This action lists transactional message templates so they can be reviewed.
Can it determine which template matches an issue?
Notis can assess the returned template information against context available from Agiled. Provide the issue context if it is not exposed.
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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