Prepare EmailOctopus tags for investor segments
Turn an approved segment name into an available EmailOctopus tag, with the context and list supplied from your process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Tag
Creates a tag on a mailing list for contact organization.
Why this helps
A segment can be ready in outreach planning while the corresponding tag is still missing from the email list.
- Create a tag on the specified EmailOctopus list.
- Prepare approved segments for contact organization.
- Keep the segment context and tag setup in one workflow.
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 result you need.
- 3In one instruction, ask Notis to create the approved investor segment tag on the specified EmailOctopus list using the segment details you provide from Affinity.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one approved segment and verify the tag on the intended list.
Questions about this workflow
Does this tag or update contacts?
No. Create Tag adds a tag to a mailing list. It does not apply the tag to contacts.
Can Notis create a segment from Affinity data automatically?
Only use criteria supplied in the request or available to the automation. The workflow cannot assume unavailable deal data.
What does the schedule do?
It starts the automation at the recurring time you choose. It does not represent an Affinity event.
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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