Find the Customer.io collection behind a data request
Turn vague data requests into a grounded list of available collections.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Collections
Tool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
Why this helps
Data requests stall when nobody knows which Customer.io collection contains the needed records.
- Reduce data discovery time
- Clarify available records
- Improve handoff quality
Setup
Build it in a few focused steps.
- 1Connect Outlook and Customer.io once in the Notis portal.
- 2Create an automation for collection discovery.
- 3Tell Notis to interpret the request and list relevant Customer.io collections with their available metadata.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real data request.
Questions about this workflow
Will this query customer records?
This workflow lists collection metadata; any record-level analysis requires a separate supported action.
What if the request is underspecified?
Notis can identify the missing concept and return the closest available collections.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Customerio. A trigger fires from one place; an action lands in another.
Outlook triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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