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Notis

Get a recurring overview of Customer.io newsletters

Keep newsletter metadata easy to review in a regular report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Newsletters

Tool to list all newsletters. use when paginating through newsletter metadata.

Why this helps

A newsletter list is harder to manage when its available details are not easy to scan in one place.

  • Retrieve newsletter metadata from the workspace.
  • Summarize the available list in a run report.
  • Keep a recurring review in one place.

Setup

Build it in a few focused steps.

  • 1Connect Customer.io once in the Notis portal.
  • 2Create an automation and give it a clear name and plain-language prompt.
  • 3Describe which returned newsletter details to include in the summary.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real newsletter list and review the run report.

Questions about this workflow

Does this send or edit newsletters?

No. The available action retrieves newsletter metadata.

Can it determine newsletter performance?

This action lists newsletters. Performance details should only be included if they are returned by the action or supplied separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Customerio. A trigger fires from one place; an action lands in another.

Hubspot triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

ActionInstant

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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