Review segments after sharing changes
A change in who can access audience documentation becomes a prompt to review active segments.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
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
Permission changes can affect ownership and review coverage for segments that keep running in Customer.io.
- Surfaces affected segment owners
- Creates a governance checkpoint
- Reduces undocumented targeting
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Customer.io in Notis once.
- 2Create an automation named Sharing change segment review.
- 3Tell Notis to list Customer.io segments related to the shared file and summarize which ones need ownership or documentation review.
- 4Pick the OneDrive Sharing Permission Added or Removed trigger and choose a report channel.
- 5Test with one real sharing change.
Questions about this workflow
Can it identify segment owners?
Only when owner information is available in the segment details or source context.
Does it change sharing permissions?
No. It only retrieves segments and reports review needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Customerio. A trigger fires from one place; an action lands in another.
One drive triggers
Customerio actions
Recurring trigger
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Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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OneDrive Folder Created Trigger
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Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
OneDrive Item Deleted Trigger
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Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
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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.
One drive and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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