Find Customer.io transactional templates when requests arrive
Give new message requests a faster handoff by retrieving the available transactional templates as soon as a row is added.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
A request can stall while someone searches Customer.io for the right existing template.
- Start template discovery when a request is recorded.
- Make available templates easier to review in context.
- Reduce manual searching for existing message assets.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Customer.io once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation and adding a name and prompt.
- 3Tell Notis to retrieve Customer.io transactional message templates when a new request row is added.
- 4Choose New Rows in Google Sheet as the trigger and select a report channel.
- 5Test with one real request row and review the returned template list.
Questions about this workflow
Does this send a transactional message?
No. It lists available transactional message templates for review.
Can it choose a template automatically?
The action retrieves the templates. State the selection criteria in your prompt and review the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Customerio. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Customerio actions
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Get Triggers
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Connect any two apps with Notis in the middle.
Google Sheets and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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