Keep one canonical profile when member identities change
When a request confirms that two identifiers belong to one person, consolidate them into the canonical Customer.io profile.
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
Multiple identifiers for one member can split history across profiles and make customer context harder to follow.
- Consolidate profile data under the canonical person identifier.
- Preserve a single place to review the person's history.
- Reduce confusion caused by duplicate identities.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for identity consolidation.
- 3Tell Notis to create an alias only when the request confirms the previous and canonical identifiers belong to the same person.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real confirmed identity change and inspect the canonical profile.
Questions about this workflow
What does creating an alias do?
The listed action moves data from the previous_id profile to the user_id profile to consolidate the identities.
Can the workflow decide whether two identities belong to the same person?
It should rely on an explicit confirmation in the request. The identity relationship must be supplied rather than inferred from missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Customerio. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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