Make room for new investor data in EmailOctopus
When your investor workflow needs a new data point, create the agreed custom field on the relevant mailing list.
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
A new investor detail may be collected in Affinity while the email list has nowhere to store it consistently.
- Create a custom field on a specified EmailOctopus list.
- Keep new data requirements connected to a real investor process.
- Reduce ad hoc work when list structure needs to evolve.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or describe the desired field setup.
- 3In one instruction, ask Notis to create the approved custom field on the EmailOctopus list specified in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, approved field requirement.
Questions about this workflow
When is a custom field needed?
Use this when the information needed is beyond EmailOctopus's default Email, First Name, and Last Name fields.
Can the field details be inferred?
Provide the approved field definition and target list. Notis cannot assume a missing data requirement.
Does this populate the field for existing contacts?
No. Create Field adds a custom field to a list; it does not populate contact values.
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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