Retire obsolete investor data fields carefully
Keep list configuration easier to understand by removing a custom field only after its retirement is confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Field
Permanently deletes a custom field and all its associated data from a list.
Why this helps
Unused fields clutter contact records and can make it harder to know what information belongs in current outreach.
- Remove a confirmed obsolete custom field from a specified list.
- Reduce clutter in list configuration.
- Tie cleanup to a deliberate scheduled review.
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 review you want.
- 3In one instruction, ask Notis to review the Affinity data requirements you provide and delete only a specifically confirmed obsolete EmailOctopus field.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one confirmed field retirement and verify the intended field.
Questions about this workflow
What happens to data in the field?
The action permanently deletes the custom field and associated data from the list. Confirm the field is no longer needed before running.
Can Notis decide which fields are obsolete?
It can compare against requirements you provide, but it should not assume missing data needs or field history.
Does this affect other lists?
The action is scoped to a specified EmailOctopus list and custom field.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.