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Notis

Keep custom fields aligned with intake changes

When the information you collect changes, update the relevant custom field so it stays understandable.

Trigger

Webhook received

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

Action

Update Field

Updates a custom field’s properties; changing its tag affects how templates reference it.

Why this helps

Custom field labels can become confusing as document intake processes evolve.

  • Update an existing custom field's properties.
  • Keep field labels aligned with current intake language.
  • Make contact data easier to interpret.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and EmailOctopus once in the Notis portal.
  • 2Create an automation and describe the exact field change needed.
  • 3Pick a webhook trigger when the intake requirement changes.
  • 4Choose where run reports go, then test with one existing field.

Questions about this workflow

Does the action create a new field?

No. It updates an existing custom field on a specified list.

Can changing a field tag affect templates?

Yes. EmailOctopus field tags are referenced in templates, so confirm the desired change before testing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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