Spot investor follow-up gaps before they go stale
Review selected list contacts against the follow-up plans you provide from Affinity and get a short list of items to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieves a paginated set of contacts from a mailing list.
Why this helps
Contacts can sit untouched when investor follow-up plans and email list activity are considered separately.
- Retrieve contacts using supported date, tag, or status filters.
- Compare list records with follow-up context supplied from Affinity.
- Turn possible gaps into a review list instead of more manual searching.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or describe the review outcome you want.
- 3In one instruction, ask Notis to list contacts from the specified EmailOctopus list using the relevant available filters and compare them with the Affinity follow-up context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real list and confirm the criteria produce useful review candidates.
Questions about this workflow
Does this know which investors are dormant?
Only if the needed activity dates or criteria are available from the list action or provided by you. Do not assume unavailable contact history.
Does the workflow email the contacts?
No. List Contacts retrieves contacts for review. Email sending is not included in the action events provided.
Can it unsubscribe stale contacts automatically?
This workflow only reports candidates for review. Unsubscribe is a separate action and should be based on a verified request or policy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Emailoctopus. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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