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Notis

Track customer actions found in parsed documents

Send the customer action and its available context from an Airparser result to Customer.io as an event.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Track Event

Records an event associated with a person, along with its properties.

Why this helps

Useful customer actions captured in emails and documents can be missed when they never reach your engagement data.

  • Record actions found in incoming documents.
  • Keep event context available for Customer.io segmentation.
  • Reduce manual event entry.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Customer.io once in the Notis portal.
  • 2Create an automation and describe which parsed customer action to record.
  • 3Choose the Notis webhook trigger and send it an Airparser result.
  • 4Choose where Notis should send run reports.
  • 5Test with one real example that includes a customer identifier and action.

Questions about this workflow

Does this track every parsed document?

It can record a customer action when the webhook payload includes one and provides enough information to identify the person.

What can Customer.io do with the event?

Customer.io can use tracked events for behavior tracking, segmentation, and campaigns, depending on your workspace setup.

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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