Make room for a useful document detail
Create a custom list field when your intake process needs to retain a detail beyond standard contact fields.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Field
Creates a custom field on a mailing list.
Why this helps
Useful information extracted from documents can be hard to organize when the list has no suitable field.
- Add a custom field to support a defined intake need.
- Keep document-related contact data organized.
- Avoid treating standard fields as a fit for every detail.
Setup
Build it in a few focused steps.
- 1Connect Affinda and EmailOctopus once in the Notis portal.
- 2Create an automation and describe the document detail that needs a custom field.
- 3Pick a webhook trigger when a new intake requirement is identified.
- 4Choose where run reports go, then test with a real list and field need.
Questions about this workflow
Does this action populate the field for contacts?
No. It creates a custom field. Populating contacts is a separate action.
Can it create a field on any list?
The field action requires a specified EmailOctopus list. Confirm the intended list in your instruction and test.
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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