Review your Customer.io segment inventory on a schedule
Keep a clear view of the segments available in your workspace.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Why this helps
A growing segment list can make it hard to remember what audiences are already available.
- Retrieve the current list of segments.
- Summarize available segments in a run report.
- Make workspace review a recurring habit.
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 how to summarize the returned segment list for your review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real segment inventory and review the run report.
Questions about this workflow
Does this create or change segments?
No. The available action retrieves the list of segments.
Can it report segment membership too?
This workflow uses Get Segments to retrieve the segment list. Membership requires a specific segment ID and a separate action.
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.
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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.
Contact Created Trigger
Contact Created Trigger
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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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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