Bring Customer.io collection context into customer triage
Get the current collection catalog as you handle a request that depends on workspace context.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Collections
Tool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
Why this helps
A workspace question in the inbox can trigger a distracting search for reference data in another tool.
- Retrieve collection metadata from Customer.io.
- Add workspace context to incoming customer request triage.
- Reduce tool switching for reference lookups.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Customer.io once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in one plain-language instruction.
- 3Pick the New Gmail Message Received trigger.
- 4Choose where run reports should go, then test with one real incoming request.
Questions about this workflow
Does this return collection contents?
The action lists collection metadata. It does not promise to retrieve the full contents of each collection.
Can Notis help find a relevant collection?
Notis can interpret the returned metadata against your instruction. Provide any details needed to identify the relevant collection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Customerio. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
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.
Gmail and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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