Keep investor data fields ready for outreach
Review a custom field definition on a schedule and apply an approved change when the Affinity data process evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Field
Updates a custom field’s properties; changing its tag affects how templates reference it.
Why this helps
Custom fields can become confusing or outdated as the information collected during investor relationship work changes.
- Maintain a chosen custom field's label, tag, type, or fallback value.
- Keep email templates and data collection conventions aligned.
- Schedule a deliberate review of field changes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or describe the field maintenance outcome.
- 3In one instruction, specify the EmailOctopus list and field, the approved changes, and the Affinity data convention they should support.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real field change and confirm the field definition.
Questions about this workflow
Does this update contact values in the field?
No. Update Field changes the custom field definition, such as its label, tag, type, or fallback value.
Can Notis decide a new type from Affinity data?
Only make a change when the desired type is clear from the instructions or supplied context. Do not assume missing data requirements.
Can this run when a campaign request arrives?
This workflow uses a recurring schedule. A webhook version would need an approved request that supplies the field and change.
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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