Turn new Outlook inquiries into Customer.io lead broadcasts
Keep promising inquiries moving while the context is still fresh.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
New inquiries sit in an inbox while follow-up decisions compete with everything else.
- Reduce response delays
- Preserve inquiry context
- Route qualified leads into a campaign
Setup
Build it in a few focused steps.
- 1Connect Outlook and Customer.io once in the Notis portal.
- 2Create an automation named for inbound lead qualification.
- 3Tell Notis to qualify new inquiries and trigger the appropriate broadcast with the message context.
- 4Pick New Outlook Message as the trigger and choose where run reports should go.
- 5Test with one real inquiry and review the broadcast result.
Questions about this workflow
Can Notis ignore newsletters and automated mail?
Yes. Tell Notis to exclude newsletters, receipts, and other messages that are not prospective inquiries.
What information can the broadcast receive?
Notis can provide relevant details from the Outlook message, such as sender, subject, and qualifying context.
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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