Keep transactional messages easy to inspect
Notis can periodically retrieve your Customer.io transactional templates, giving you a regular moment to review the order messages customers rely on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Transactional templates often go untouched until an order communication needs attention.
- Keep a current view of available transactional templates.
- Create a regular prompt to review order communication content.
- Reduce scrambling to find the right message when an issue appears.
Setup
Build it in a few focused steps.
- 1Connect Gelato and Customer.io to Notis once in the portal.
- 2Create a recurring automation in Automations -> New Automation or ask Notis for a template review.
- 3In one plain-language instruction, ask Notis to retrieve the Customer.io transactional templates relevant to Gelato order communication and summarize the available options.
- 4Choose a recurring schedule and run-report channel, then test with one real retrieval.
Questions about this workflow
Does this edit the templates?
No. The action retrieves the available transactional message templates.
Can I run this only before a launch?
Yes. Choose a one-time schedule when creating the automation if you only need a pre-launch review.
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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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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