Find a Customer.io template for an incoming customer email
Get the available transactional templates in context when a customer message lands in Gmail.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Searching a separate messaging workspace for a suitable transactional template can interrupt a timely customer response.
- Bring template discovery into the flow of incoming email.
- Retrieve the current list of transactional messages from Customer.io.
- Reduce time spent searching another workspace before replying.
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 message.
Questions about this workflow
Will this send a transactional email automatically?
No. This workflow retrieves the available transactional message templates. It does not send them.
How does Notis choose which templates to retrieve?
The Customer.io action returns the list of transactional messages. Notis can use the incoming email context to summarize or identify relevant options, but the action does not accept a template search filter.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.