Ask Slack for Customer.io segment details
Get audience rules and metadata in a private conversation without searching through Customer.io.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Why this helps
Segment definitions are easy to forget and slow to verify during fast decisions.
- Makes segment definitions accessible
- Keeps private questions private
- Supports faster campaign decisions
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Customerio once in Notis.
- 2Create an automation for private segment detail requests.
- 3Tell Notis to identify the segment and summarize its Customer.io details and rules.
- 4Pick Direct Message Received as the trigger.
- 5Choose a report channel, then test with one real segment question.
Questions about this workflow
Can the response include segment rules?
Yes, when Customer.io returns those details.
Will this expose the response publicly?
You choose the report destination, and the workflow can be configured for a private channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Customerio. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slackbot and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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