Consolidate Customer.io Profiles with Verified Content Context
When content operations reveal a verified duplicate identity, give Notis a clear path to consolidate it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Why this helps
Duplicate customer identities can split useful history across profiles, making follow-up harder and less reliable.
- Consolidate profiles using verified identifiers
- Preserve data in a canonical profile
- Reduce fragmented customer context
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 create an alias only when the webhook includes verified previous and canonical profile identifiers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one confirmed duplicate identity.
Questions about this workflow
Can this action decide whether profiles are duplicates?
No. The identity relationship must be verified and supplied in the webhook payload before the alias action runs.
What does alias creation do?
It moves data from the previous profile to the canonical user profile, consolidating them under the supplied user identifier.
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.
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.
Agility cms and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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