Review who belongs to a Customer.io segment
Check the relevant audience membership as part of the follow-up to customer outreach.
Trigger
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.
Action
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Why this helps
Confirming who is in an audience can add a separate manual task after an important customer email.
- Retrieve people in a specific Customer.io segment.
- Connect audience review to a related sent email.
- Reduce manual page-by-page lookup work.
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 Gmail Email Sent trigger.
- 4Choose where run reports should go, then test with a real sent email and the segment id.
Questions about this workflow
What does this action need?
It needs a specific segment id and pages through the people in that segment. Include the id or make it available in the trigger context.
Does reviewing membership change who is in the segment?
No. The action retrieves segment membership and does not change it.
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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