Keep Your Agency Client List Aligned
Let a scheduled Notis run refresh the EmailOctopus contacts represented by your AgencyZoom client records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Client information changes over time, and marketing lists can quietly become stale when updates are handled manually.
- Refresh contact details on a predictable schedule.
- Reduce manual reviews of client and subscriber records.
- Use a single upsert action to avoid creating duplicate contacts by email.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and EmailOctopus once in the Notis portal.
- 2Create an automation asking Notis to review available client records and refresh eligible contacts in a named EmailOctopus list.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real client record and review the result.
Questions about this workflow
Can Notis compare records that are not available through the connected AgencyZoom access?
No. The automation can use only data available through your connected access or supplied in the prompt or request.
Does this schedule send a campaign?
No. It creates or updates contacts in a list. Campaign creation and sending are not among the listed actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Emailoctopus. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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