Find Customer.io segments from Todoist tasks
Turn an audience idea into a usable segment shortlist while the context is fresh.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Audience selection becomes a separate research chore after the original task is written.
- Shorten audience research
- Use existing segments consistently
- Make campaign tasks actionable
Setup
Build it in a few focused steps.
- 1Connect Todoist and Customer.io once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to interpret each new task's audience intent, list matching Customer.io segments, and recommend one with reasoning.
- 4Pick New Task Created and choose a report destination.
- 5Test with a task that names a customer audience.
Questions about this workflow
Can it create a new segment?
No. The available action lists existing segments for discovery.
Can it show segment rules?
Ask Notis to follow up by retrieving details for the selected segment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Customerio. A trigger fires from one place; an action lands in another.
Todoist triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Trigger when a new task is added to Todoist.
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Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
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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.
Todoist and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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