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Notis

Plan Content Distribution with a Customer.io Newsletter Inventory

See the newsletter options already available before planning distribution for a new content release.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Newsletters

Lists the newsletters in your workspace.

Why this helps

Content planning slows down when newsletter options must be rediscovered across separate workspaces.

  • Keep newsletter options easy to review
  • Compare available newsletters with content plans
  • Reduce manual lookup during launches

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Customer.io once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to list Customer.io newsletters and summarize likely fits to supplied Agility CMS content plans without triggering a send.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real content plan and newsletter inventory.

Questions about this workflow

Will this send a newsletter?

No. The listed action retrieves newsletter metadata. It does not send or trigger a newsletter.

Where does the content plan come from?

Include the relevant Agility CMS plan in the automation instruction or available input. The schedule does not fetch it automatically.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Customerio. A trigger fires from one place; an action lands in another.

Agility cms triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Suppress Customer Profile

Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

ActionInstant

Get Integrations

Lists the integrations configured in your workspace.

ActionInstant

Create Profile Alias

Merges one profile into another, moving its data to the canonical profile.

ActionInstant

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

ActionInstant

Get Segment Details

Retrieves details about a specific segment.

ActionInstant

Get Segment Membership

Retrieves the people in a specific segment.

ActionInstant

Get Segments

Lists the segments in your workspace.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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