Review your Customer.io segments without a manual search
Get a recurring snapshot of the segments Customer.io currently returns, so you can review what exists before planning audience work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segments
Lists the segments in your workspace.
Why this helps
A growing segment list is easy to forget, making it harder to find the right audience or notice outdated organization choices.
- Retrieve the current segment list on a schedule.
- Summarize available segment information for quick review.
- Reduce time spent locating audience definitions.
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 the segment inventory.
- 3Tell Notis to retrieve the Customer.io segment list and summarize the available details for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the segment list is sufficient for your review.
Questions about this workflow
Does this inspect who belongs to each segment?
No. This action retrieves the segment list. Use the separate segment membership action if you need to retrieve people in a specific segment.
Can Notis identify stale segments?
Not from this action alone. To assess staleness, provide criteria or historical information that the returned segment list does not contain.
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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