Get a Monthly View of Your Agency Mailing Lists
A scheduled list inventory gives your outreach planning a clear starting point each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Lists
Retrieve all mailing lists in the account.
Why this helps
Without a regular overview, teams can lose track of which lists are available for current client outreach.
- Create a predictable monthly review of available lists.
- Surface the lists relevant to the agency's stated outreach needs.
- Keep the review informational without changing list data.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and EmailOctopus once in the Notis portal.
- 2Create an automation asking Notis to retrieve lists and summarize those used for your stated outreach operations.
- 3Pick a monthly schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test the report before relying on the recurring run.
Questions about this workflow
Is this a different action from retrieving all lists?
It uses the same Get All Lists action, with a monthly cadence and a report tailored to your stated outreach operations.
Will the report include campaign performance?
No. The action retrieves lists; campaign performance data is not specified.
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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