Keep customer profiles refreshed from parsed data
Set a recurring Notis run to review the Airparser records made available to it and update the matching Customer.io profiles.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Customer details can become stale when parsed records are not revisited after the initial handoff.
- Refresh profiles from records available at run time.
- Reduce reliance on remembering periodic updates.
- Keep extracted customer details in Customer.io.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Customer.io once in the Notis portal.
- 2Create an automation and describe which available parsed records should refresh profiles.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real parsed record and confirm the intended profile update.
Questions about this workflow
Does the schedule itself retrieve records from Airparser?
The schedule starts the Notis run. Make sure the parsed records you want processed are available to the automation when it runs.
What profile details can be refreshed?
The automation can use details present in the available records. Specify which details to update in its instruction.
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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