Find investor contact gaps across Affinity and EmailOctopus
Get a scheduled view of list contacts and the Affinity records you make available, with discrepancies called out for review.
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
Investor details drift when deal records and mailing list contacts are updated in separate workflows.
- Review a paginated list of EmailOctopus contacts on a schedule.
- Surface differences in the records supplied from both apps.
- Flag uncertain matches for a human to check.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or tell Notis the audit outcome you want.
- 3In one instruction, ask Notis to retrieve contacts from the specified EmailOctopus list, compare them with the Affinity data you provide, and report possible discrepancies.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real list and verify how matches and uncertainties are reported.
Questions about this workflow
Will this update mismatched records?
No. List Contacts retrieves a paginated list. This workflow reports possible discrepancies for review.
Can it compare every Affinity record automatically?
Only records made available to the automation can be compared. Specify the source and supply any fields not returned.
Can the list be filtered?
The action supports optional filters such as tag, status, and date ranges. Ask Notis to use only filters relevant to your review.
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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