Follow up on every demo request automatically
Capture the request once, then let Notis prepare the next step.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Demo requests lose momentum when details are copied between tools before anyone replies.
- Preserve the respondent's stated goals
- Start follow-up without copy paste
- Keep demo requests moving
Setup
Build it in a few focused steps.
- 1Connect Typeform and Customer.io once in Notis.
- 2Create a new automation and describe the demo follow-up outcome.
- 3Tell Notis to summarize the request and trigger your chosen broadcast.
- 4Select New Form Response as the trigger and set a report channel.
- 5Run one real demo request as a test.
Questions about this workflow
Can the broadcast include the demo goals?
Yes, if your prompt asks Notis to include the submitted details as personalization data.
Does this create a new broadcast?
No. It triggers an existing Customer.io broadcast that you identify in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Customerio. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
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.
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.
Typeform and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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