Keep investor contact details current across Affinity and EmailOctopus
Apply a reviewed batch of contact changes to EmailOctopus using the Affinity updates you make available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch Update Contacts
Updates multiple contacts in a mailing list in one batch.
Why this helps
Updating investor details one at a time creates repeated admin and leaves records out of sync.
- Apply multiple verified contact changes in a single batch.
- Reduce repetitive contact maintenance.
- Review the source changes before applying them.
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 needs updating.
- 3In one instruction, ask Notis to compare the Affinity changes you provide with EmailOctopus contacts and batch update only verified matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact update and review the result.
Questions about this workflow
Will it update every contact automatically?
Only contacts and changes made available to the automation should be considered. Ask Notis to report uncertain matches for review.
What can the batch action update?
The listed action can update multiple contacts' email, fields, status, or tags.
Does this create missing contacts?
This workflow uses Batch Update Contacts. Use a separate create or create-or-update contact workflow if the person may not already exist.
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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