Carry lead conversion into the Customer.io profile
Keep the person record current at the moment a lead becomes a customer.
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
Conversion status can change in the CRM while the engagement profile still treats the person as an unqualified lead.
- Reflect conversion context in the customer profile.
- Reduce stale lead traits after a CRM handoff.
- Prepare the profile for customer journeys.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation to identify the person and apply the supplied conversion traits in Customer.io.
- 3Choose a Notis webhook trigger and send the Agiled conversion event to it.
- 4Choose where run reports go and test with one real conversion.
Questions about this workflow
What identifier does Customer.io require?
Identify Person requires either a user_id or an anonymous_id. Include the appropriate identifier in the webhook event.
Does Agiled provide a conversion trigger here?
No. Use a Notis webhook request carrying the conversion information because no Agiled trigger event is listed.
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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