Audit Customer.io message history when Workday balance details change
See whether recent messaging needs attention after a benefits or balance update.
Trigger
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.
Action
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.
Why this helps
A balance adjustment can make recent employee communications inaccurate or confusing.
- Surface recent deliveries tied to a changed balance
- Give reviewers a compact audit trail
- Catch communication issues before they become follow-up work
Setup
Build it in a few focused steps.
- 1Connect Workday and Customer.io once in Notis.
- 2Create an automation and state the audit outcome in plain language.
- 3Ask Notis to retrieve relevant messages and summarize what needs review.
- 4Pick Balance Details Changed as the Workday trigger and select a report channel.
- 5Test with one real balance adjustment.
Questions about this workflow
Can this prove a message was delivered?
Customer.io message history can provide delivery metrics for the messages Notis retrieves; your instruction should define the time window.
Can Notis decide whether content is wrong?
It can summarize and flag messages using your criteria, but the event does not contain a baseline policy unless you provide one.
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.
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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.
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Job Posting Changed
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Job Posting Questionnaire Changed
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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
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