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Know which Doppler fields are available for document contacts

Get a regular inventory of Doppler custom fields to inform how your team handles document-sourced subscriber details.

Trigger

Recurring schedule

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

Action

List Account Fields

Retrieves an account’s custom fields.

Why this helps

Document workflows can collect useful details that are hard to use when no one knows which subscriber fields are available.

  • See the account's available custom fields in a report.
  • Compare documented extraction needs with known field availability.
  • Avoid assuming a field exists when it has not been confirmed.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Doppler marketing automation once in the Notis portal.
  • 2Create an automation in the portal or tell Notis to create one from any channel.
  • 3Describe which document intake data needs to be compared with the available Doppler fields.
  • 4Choose a recurring Notis schedule and a channel for run reports.
  • 5Test one run and verify that the report only names fields returned by Doppler.

Questions about this workflow

Will this create or update custom fields?

No. The listed action retrieves the custom fields available for an account.

Can it tell whether a document field has a Doppler match?

Notis can compare names or descriptions you provide with the returned field inventory, but it should label uncertain matches for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Doppler marketing automation. A trigger fires from one place; an action lands in another.

Affinda triggers

Doppler marketing automation actions

Recurring trigger

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

TriggerScheduled

Add Subscriber

Add a subscriber to a list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create List

Create a subscriber list for an account.

ActionInstant

Check Subscriber Exists

Checks whether a subscriber exists in an account.

ActionInstant

Delete List

Permanently delete a subscriber list.

ActionInstant

Create Account Subscriber

Creates or associates a subscriber with an account, optionally adding them to lists.

ActionInstant

Get Campaigns

Retrieve all campaigns associated with an account.

ActionInstant

Unsubscribe Subscriber

Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.

ActionInstant

Get List

Retrieve details of a subscriber list.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Doppler marketing automation, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Doppler marketing automation.