Check Customer.io transactional templates after eligibility changes
Find the right benefits message when eligibility moves.
Trigger
Worker Eligible Absence Type Changed
Triggers when a worker becomes eligible or ineligible for an absence type. This trigger monitors the list of eligible absence types for a specific worker and detects when new absence types are added (worker becomes eligible) or when absence types are removed (worker becomes ineligible). Uses snapshot-based diffing to compare the list of absence type IDs between polls. Note: Due to Workday security permissions, this endpoint typically only allows access to the authenticated user's own data.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Eligibility changes require precise communication, but approved templates are easy to overlook.
- Surface approved template options
- Reduce inconsistent benefits messaging
- Speed up eligibility related reviews
Setup
Build it in a few focused steps.
- 1Connect Workday and Customer.io once in Notis.
- 2Create an automation for eligibility communication support.
- 3Describe the eligibility change and template criteria to return.
- 4Pick Worker Eligible Absence Type Changed as the trigger and choose a report channel.
- 5Test with one eligibility change.
Questions about this workflow
Does this send a transactional message?
No. It lists available templates for review using the allowed action.
Can it account for regional policy?
Yes, if you include the policy and region criteria in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Customerio. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customerio.