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Notis

Keep a subscriber's Customer.io identity consolidated

Preserve one canonical customer profile when an identity change is reported with both identifiers.

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

Identifier changes can leave customer activity split across multiple profiles and complicate later engagement decisions.

  • Consolidate profile data under the canonical Customer.io user ID.
  • Reduce fragmented histories when a verified identifier changes.
  • Use an explicit identity-change request as the source of the merge.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Customer.io once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create a Customer.io alias from the previous identifier to the verified canonical user ID in the incoming request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one known identity change and verify the canonical Customer.io profile.

Questions about this workflow

Can this safely merge any two similar subscriber profiles?

No. The request must establish that the previous identifier belongs to the canonical person. Do not infer identity from similarity alone.

What identifiers are required?

The webhook must provide both the previous identifier and the canonical Customer.io user ID expected by the alias action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AimTell 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.

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

When this happens · Trigger

Do this · Action

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