Find partner contacts that need a follow-up
Review a partner audience against the follow-up rules you choose and get a focused report of contacts that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Lists contacts for a brand.
Why this helps
Partner records accumulate while follow-up intentions stay in scattered notes or memory.
- Review contacts from a selected partner list.
- Apply clear follow-up criteria supplied by you.
- Turn a large contact audience into a focused next-step report.
Setup
Build it in a few focused steps.
- 1Connect BigMailer once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, specify the brand, list, and follow-up rules, then ask Notis to review matching contacts and report who needs attention.
- 4Choose notis_cron and set the review cadence.
- 5Choose a report channel, then test with one real list and inspect the contact results.
Questions about this workflow
Can Notis determine which contacts are overdue?
Provide the date or status rule that defines overdue. Notis should not infer contact history that the available records do not contain.
Will this update the contacts?
No. This workflow lists and reviews contacts. Use a separate update action if you want to change records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Bigmailer. A trigger fires from one place; an action lands in another.
Adtraction triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Adtraction and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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