Carry project handoff context into the customer profile
Put the useful handoff details where customer engagement can act on them.
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
Important client context can remain in a project handoff and never reach the profile used for communications.
- Keep the customer profile informed by project handoffs.
- Reduce repeated context gathering for communications.
- Use only the traits supplied by the handoff.
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 profile with relevant supplied handoff traits.
- 3Choose a Notis webhook trigger and send a project handoff event to it.
- 4Choose where run reports go, then test with one real handoff.
Questions about this workflow
Does the workflow detect handoffs inside Agiled?
No Agiled trigger event is listed. Send the handoff details to the Notis webhook to start the automation.
Which traits should be updated?
Describe the relevant traits in the automation instruction and include their values in the handoff payload.
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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