Keep important segment details close at hand
For a segment your team relies on, a scheduled details check can make its current information easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segment Details
Retrieves details about a specific segment.
Why this helps
A critical audience can become hard to reason about when its details are buried in the workspace.
- Make key segment information easier to inspect
- Create a recurring review for an important audience
- Reduce repeated navigation through the workspace
Setup
Build it in a few focused steps.
- 1Connect Customer.io once in Notis.
- 2Create an automation and name it for the segment details review.
- 3In one instruction, ask Notis to retrieve details for the specified known segment and summarize the returned information.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Test with the real segment ID and confirm the details returned are useful.
Questions about this workflow
Do I need to know the segment ID?
Yes. This action retrieves details for a specific segment. Use the segment list action first if you need to identify one.
Does this change segment rules?
No. The action retrieves segment details for review.
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.
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.
AnyDB and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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