Give customer care a small recurring place
A scheduled care note keeps a helpful touchpoint from relying on spare time or perfect recall during a packed week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 care can become reactive when thoughtful follow-ups have no dependable time or routine.
- Make customer care more predictable.
- Reduce repeated planning around when to check in.
- Support a calmer post-purchase experience.
Setup
Build it in a few focused steps.
- 1Connect Gelato and Customer.io to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to schedule a customer care note.
- 3Describe in one plain-language instruction how often Notis should trigger the prepared Customer.io care broadcast.
- 4Select a recurring schedule, choose where run reports appear, and test with one real broadcast.
Questions about this workflow
Does this automatically select customers by purchase date?
No. Set up the intended audience in Customer.io for the broadcast.
Can I choose the schedule?
Yes. Select a recurring cadence that matches your customer care plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gelato to Customerio. A trigger fires from one place; an action lands in another.
Gelato triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
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Connect any two apps with Notis in the middle.
Gelato and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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