Record parsed customer actions in scheduled runs
Have Notis periodically review the Airparser results made available to it and track eligible customer actions in Customer.io.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Actions extracted from documents can be forgotten when they are not handled as soon as they arrive.
- Process available records in recurring runs.
- Record eligible customer actions for segmentation and campaigns.
- Reduce missed follow-up when actions arrive in batches.
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 actions to record.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real action record that identifies the customer.
Questions about this workflow
Will this process records that have already been handled?
Describe how to recognize eligible records and avoid repeats. The available inputs must provide enough information to make that decision.
What does each event need?
Provide the person identifier, action name, and any event details you want Customer.io to record.
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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