Give each document intake process a clear list
Create a dedicated list when a new document intake process needs its own place for contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create List
Create a mailing list to organize email contacts.
Why this helps
Reusing a general list for unrelated document workflows can make later review and follow-up harder.
- Create a separate list for a defined intake process.
- Use document context to name the list when available.
- Keep distinct intake streams easier to manage.
Setup
Build it in a few focused steps.
- 1Connect Affinda and EmailOctopus once in the Notis portal.
- 2Create an automation and describe when a document intake process needs a new list.
- 3Pick a webhook trigger for the start of that process.
- 4Choose where run reports go, then test with one real intake example.
Questions about this workflow
Does the workflow add contacts to the new list?
This package creates the list. Adding contacts requires a separate contact action.
What if a list with that purpose already exists?
Instruct Notis to check available lists first or report a possible duplicate for review.
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.
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.
Affinda and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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