Keep new Agiled clients ready for Customer.io onboarding
Turn a client handoff into a useful Customer.io profile without re-entering the details.
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
New client information can sit in Agiled while someone separately creates the profile needed for onboarding.
- Reduce duplicate entry during client onboarding.
- Keep Customer.io profiles current with supplied Agiled details.
- Make onboarding campaign eligibility easier to maintain.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation and describe identifying or updating the client profile in Customer.io.
- 3Choose a Notis webhook as the trigger and send an Agiled client event to it.
- 4Choose where run reports should go, then test with one real client example.
Questions about this workflow
Does this workflow create an Agiled trigger?
No. Agiled has no listed trigger event here, so a Notis webhook starts the automation when it receives an HTTP request.
What information can be added to the profile?
Notis can use the person identifier and traits included in the webhook payload. Provide any needed details in that event.
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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