Keep Customer.io segment details easier to look up
Get a fresh reference to available segments before you inspect a specific audience.
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
Looking up a segment ID can interrupt work when you need to inspect its details or membership.
- Retrieve available segments as a reference.
- Make it easier to identify a segment for a later lookup.
- Keep the reference current with a recurring schedule.
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 list the returned segment names and identifiers for later lookup.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real segment list and review the run report.
Questions about this workflow
Does this retrieve segment membership?
No. It retrieves the segment list. Membership requires a specific segment ID and the Get Segment Membership action.
Can it inspect segment rules?
The segment list may not include full rules. Use Get Segment Details after identifying the segment ID if you need details.
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
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Contact Created Trigger
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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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