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Notis

Review a Customer.io segment from your Slack discussion

When a particular segment is already identified, let a Slack request prompt Notis to fetch its Customer.io details for the team to review.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

Why this helps

A segment question can stall planning while people leave Slack to locate the right definition.

  • Keep a segment review attached to the discussion that needs it.
  • Retrieve details for an identified segment without a manual navigation detour.
  • Help the team make audience decisions with current context.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Customer.io to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally to fetch details when a channel message names a segment and requests its definition.
  • 3Choose Slack Channel Message Received as the trigger, select a channel for run reports, and test with one real segment question.

Questions about this workflow

Does this find a segment if no ID is known?

The action retrieves details for a specific segment. Identify the segment first, for example by using Customer.io's segment list.

Will it change segment rules?

No. It only retrieves details for the specified segment.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Customerio. A trigger fires from one place; an action lands in another.

Slack triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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