Check who is in the project audience
Review the people in a named segment against the project roster before relying on it for customer communication.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segment Membership
Retrieves the people in a specific segment.
Why this helps
Audience membership can drift from project reality, leaving teams uncertain who will receive a communication.
- Make audience membership easier to inspect against project context.
- Spot potential roster mismatches for human review.
- Reduce manual lookup across project and messaging tools.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that retrieves members of a specified segment and compares identities with the available project roster.
- 3Choose a recurring Notis schedule as the trigger.
- 4Pick a run report destination and test with one real segment and roster.
Questions about this workflow
Does this remove or add segment members?
No. The selected action retrieves segment membership for review.
What does it need to compare members?
It needs the segment id, an available project roster, and identifiers that can be compared. Provide any missing roster data.
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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