Prepare an investor outreach list from Affinity
Give investor outreach a regular starting point by turning the Affinity contact details you provide into EmailOctopus subscribers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
Preparing a focused investor outreach list can turn into a repetitive search, copy and paste task.
- Prepare contacts for an outreach cycle on a recurring schedule.
- Add selected contacts to a chosen EmailOctopus list.
- Use Notis to summarize missing information before creating contacts.
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 outcome you want.
- 3In one instruction, say which Affinity investor details to review, what qualifies for the EmailOctopus list, and to create contacts for matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real investor example and confirm the list and contact details.
Questions about this workflow
Does the schedule automatically fetch every Affinity record?
Only data made available to the automation can be reviewed. Specify how Notis should access the relevant Affinity details, and provide any unavailable fields or selection criteria.
Will it avoid duplicate contacts?
This workflow uses Create Contact, which creates a new contact. Review the selected list and source data to avoid submitting existing contacts.
Can the workflow send the campaign too?
The selected action creates a contact in EmailOctopus. Campaign sending is not one of the action events provided here.
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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