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Notis

Organize checklist follow-up with a matching tag

Give a meaningful compliance milestone a clear label your team can reuse.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Tag

Creates a tag on a mailing list for contact organization.

Why this helps

Teams may struggle to distinguish contacts connected to a particular checklist follow-up from the rest of a mailing list.

  • Create a reusable tag for a defined checklist milestone.
  • Make a relevant audience easier to organize in EmailOctopus.
  • Avoid manually recreating milestone labels.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and EmailOctopus once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or describe the outcome to Notis from any channel.
  • 3In one instruction, explain which incoming checklist milestone warrants a tag and which EmailOctopus list should receive it.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real milestone example and confirm the tag is created on the intended list.

Questions about this workflow

Does this tag contacts automatically?

No. It creates a tag on the specified EmailOctopus list. Assigning it to contacts is a separate action.

What information must the webhook include?

Send enough context to identify the checklist milestone and the intended EmailOctopus list. Notis cannot infer an unspecified list.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Emailoctopus. A trigger fires from one place; an action lands in another.

21risk triggers

Emailoctopus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Add a new contact to a mailing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a mailing list to organize email contacts.

ActionInstant

Create Field

Creates a custom field on a mailing list.

ActionInstant

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

ActionInstant

Delete List

Delete a mailing list and all its contacts permanently; this cannot be undone.

ActionInstant

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Emailoctopus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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