Keep EmailOctopus lists aligned with investor outreach plans
Get a regular snapshot of your mailing lists alongside the Affinity plans you provide to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Lists
Retrieve all mailing lists in the account.
Why this helps
A list may be available in EmailOctopus but forgotten when outreach planning happens in Affinity.
- Get a recurring inventory of EmailOctopus lists.
- Compare list details with outreach context you provide from Affinity.
- Surface mismatches and questions before outreach begins.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or tell Notis what review you need.
- 3In one instruction, ask Notis to retrieve EmailOctopus lists and summarize their relevance to the Affinity outreach context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the report is useful.
Questions about this workflow
Does the action change any lists?
No. Get All Lists retrieves the mailing lists associated with the EmailOctopus account.
Can Notis know which Affinity plans are current?
Only if that context is provided or otherwise available to the automation. Do not assume unavailable deal fields or history.
Can I run this from an Affinity update?
This package uses a recurring Notis schedule because no Affinity trigger events are listed.
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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