Coordinate transactional templates with notification journeys
Keep transactional message options visible while planning the related notification journey.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactional Messages
Lists the transactional message templates in your workspace.
Why this helps
Founders can lose time checking several message catalogs to understand which templates already exist for a customer journey.
- Retrieve the available Customer.io transactional message templates.
- Compare template metadata with journey details you provide.
- Spot missing context before coordinating a journey across channels.
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 list Customer.io transactional templates and summarize their relevance to the AimTell notification journeys you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test once and confirm the available template data is useful for the journey review.
Questions about this workflow
Can this trigger a transactional message?
No. The selected action lists transactional templates. It does not send or trigger a message.
What AimTell information is needed?
Provide the notification journey names or context you want compared. The workflow does not assume access to AimTell campaign history.
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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