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Notis

Keep Customer.io segments aligned with campaign plans

See the available segments and the audience plans you supply in one review before your next campaign.

Trigger

Recurring schedule

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

Action

Get Segments

Lists the segments in your workspace.

Why this helps

Audience plans and segment definitions can drift when they are reviewed in separate tools and at different times.

  • Retrieve the Customer.io segment list for a recurring review.
  • Compare available segments with audience criteria you provide.
  • Surface likely gaps or naming mismatches for human review.

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 retrieve Customer.io segments and summarize how they compare with the audience plans you provide for AimTell campaigns.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test once and confirm the returned segments and supplied audience plans are sufficient for comparison.

Questions about this workflow

Can this change segment rules?

No. The selected Customer.io action lists segments. It can help review the available segments but does not create or update their rules.

Where do AimTell audience plans come from?

They must be supplied in the automation prompt or available through a connected source. This workflow does not assume AimTell exposes a trigger or audience API 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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