Review marketing contacts on a schedule
Get a periodic contact review that helps you notice the follow-up items you care about without repeatedly opening the list yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieves a paginated set of contacts from a mailing list.
Why this helps
Contact lists grow quietly, making it easy to overlook the records that need attention for current project follow-up.
- Retrieve contacts from the EmailOctopus list you specify.
- Ask Notis to summarize records using criteria you provide.
- Put contact review on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Name the EmailOctopus list and describe the contact details or follow-up conditions to review.
- 4Pick the recurring schedule trigger.
- 5Choose a report channel, then test with one real run.
Questions about this workflow
Can the workflow determine which contacts relate to an AccuLynx project?
Only when the relationship is available in the returned contact data or information you provide in the instruction or run context.
Can I filter the contacts in the trigger setup?
No. Triggers do not use user-built filters. Tell Notis what to look for in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Emailoctopus. A trigger fires from one place; an action lands in another.
Acculynx triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Acculynx and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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