Keep account profiles current with scheduled Airtop research
Set a recurring research rhythm so account context does not depend on someone remembering to revisit every site.
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
Account details grow stale when browser research is performed irregularly and profile updates rely on manual follow-through.
- Refresh account context at a predictable cadence.
- Keep updates attached to the matching Customer.io person.
- Reduce the mental load of remembering repeat research tasks.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Customer.io once in Notis.
- 2Create an automation and name it for scheduled account research refresh.
- 3Tell Notis to run the specified Airtop account checks and update matching Customer.io profiles only with verified returned details.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real account result and review the profile update.
Questions about this workflow
What schedule should I use?
Choose a recurring schedule that fits how often the account details change. The automation does not infer a schedule from Airtop.
Will it invent missing account details?
No. Instruct Notis to use verified data returned by Airtop and report when a detail is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Customerio. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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