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Notis

Connect parsed contacts with their Customer.io groups

Use parsed company, account, or project context to establish a group relationship for an identified person.

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

Contact records can lose useful context when their relationship to an account or project is not recorded.

  • Associate identified people with relevant groups.
  • Use organization context found in parsed documents.
  • Reduce manual relationship maintenance.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Customer.io once in the Notis portal.
  • 2Create an automation and describe how parsed records determine group membership.
  • 3Choose the Notis webhook trigger and send it the parsed record.
  • 4Choose where Notis should send run reports.
  • 5Test with one real record containing a person and group reference.

Questions about this workflow

What does adding a person to a group represent?

Customer.io groups can represent entities such as companies, accounts, or projects that people belong to.

Does the parsed record need to identify both the person and group?

Yes. The automation needs enough information to identify the person and the intended group.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Airparser 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.

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

When this happens · Trigger

Do this · Action

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