Send follow-ups from Confluence tasks
Capture the promise in Confluence and let Notis keep the customer follow-up moving.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Customer promises become tasks, then disappear in a backlog before anyone sends the follow-up.
- Reduce missed customer commitments
- Turn task context into clear email copy
- Keep follow-ups connected to the source record
Setup
Build it in a few focused steps.
- 1Connect Confluence and Customer.io once in Notis.
- 2Create an automation for customer follow-up tasks.
- 3Tell Notis to assess the new task and trigger a broadcast when it contains a customer-facing commitment.
- 4Pick New Task Created as the trigger and select a report destination.
- 5Test with one real follow-up task.
Questions about this workflow
Will internal tasks create emails?
No. Instruct Notis to skip tasks without a named customer or an explicit external follow-up.
Can the email include task context?
Yes. Ask Notis to use the task description and linked page context when preparing the broadcast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Customerio. A trigger fires from one place; an action lands in another.
Confluence triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Confluence and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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