Consolidate duplicate profiles found in parsed records
When a parsed record provides both an existing identifier and a canonical person identifier, merge the old profile into the canonical one.
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
Different identifiers in emails and documents can leave customer information split across multiple profiles.
- Consolidate data under a canonical person profile.
- Use identifiers surfaced in parsed emails or documents.
- Reduce fragmented customer records.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Customer.io once in the Notis portal.
- 2Create an automation and describe when an old profile should be merged into a canonical profile.
- 3Choose the Notis webhook trigger and send a parsed record with both identifiers.
- 4Choose where Notis should send run reports.
- 5Test with one reviewed example and confirm the canonical identifier.
Questions about this workflow
What happens when a profile alias is created?
Customer.io moves data from the previous identifier's profile to the user identifier's profile.
Should every pair of parsed identifiers be merged?
Only merge when the input and your stated rules establish that both identifiers belong to the same person. The action consolidates profile data.
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.
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.
Airparser and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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