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Notis

Resolve duplicate identities using AnyDB context

When your database confirms that two identifiers belong to one person, Notis can create the alias that consolidates their Customer.io data.

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

Duplicate profiles split customer history and complicate targeting and follow-up.

  • Consolidate profile data under a canonical identity
  • Use verified database context for identity resolution
  • Reduce fragmented customer histories

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Customer.io once in Notis.
  • 2Create an automation and name it for identity consolidation.
  • 3In one instruction, ask Notis to create an alias from the old identifier to the canonical person identifier in a verified incoming record.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one confirmed duplicate pair and verify the canonical profile in Customer.io.

Questions about this workflow

Does creating an alias move profile data?

The Customer.io alias action moves data from the previous identifier profile to the user profile, consolidating the records.

Should uncertain matches be merged?

No. Use this only when the incoming AnyDB record establishes that both identifiers belong to the same person.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Customerio. A trigger fires from one place; an action lands in another.

AnyDB triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Suppress Customer Profile

Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Group

Adds a person to a group, linking them to an organization, account, or project.

ActionInstant

Get Integrations

Lists the integrations configured in your workspace.

ActionInstant

Create Profile Alias

Merges one profile into another, moving its data to the canonical profile.

ActionInstant

Get Messages

Retrieves messages sent from your workspace and their delivery metrics.

ActionInstant

Get Segment Details

Retrieves details about a specific segment.

ActionInstant

Get Segment Membership

Retrieves the people in a specific segment.

ActionInstant

Get Segments

Lists the segments in your workspace.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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