Let customer journeys reflect completed work
Make a meaningful completion visible to the systems that guide customer follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Customers can miss a timely update when completed work stays buried in an internal task list.
- Record customer-relevant completion for segmentation.
- Reduce manual follow-up after work is done.
- Give journeys a clear event to respond to.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that records the supplied customer-relevant task completion as a Customer.io event.
- 3Choose a Notis webhook trigger and send the task completion event to it.
- 4Choose where run reports go and test with one real completed task.
Questions about this workflow
Should every completed task become a customer event?
No. State which task completions are customer-relevant, and include the matching person identifier and event details.
Can the workflow notify the customer directly?
This action records an event. A separate Customer.io campaign can use that event to send a message.
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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