Connect subscriber profiles to their organization in Customer.io
Keep customer relationships visible by adding identified people to the right existing organization group.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Why this helps
Subscriber records may identify a person without showing the organizational relationship needed for coordinated follow-up.
- Associate a person with an existing Customer.io group.
- Use organization context supplied by the request.
- Make company or account relationships easier to act on.
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 add the identified person to the existing Customer.io group specified in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known person and existing group, then confirm the association.
Questions about this workflow
Does this create a new company or group?
No. The listed action adds a person to a group. The group must already exist in Customer.io.
What information should the request contain?
Provide the Customer.io person identifier and the existing group identifier. The action will not infer an organization group that is not supplied.
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.
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.
AimTell and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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