Keep BigMailer account access easy to review
Get a recurring inventory of account users so access details do not get lost among day to day campaign tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists users in the account.
Why this helps
Team access can become hard to audit when account users are rarely reviewed.
- Make account users easier to review.
- Surface available role and activation details.
- Keep access follow-up in a regular reporting cadence.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BigMailer once in the Notis portal.
- 2Create an automation and describe which user details warrant review.
- 3Choose a Notis schedule trigger and cadence.
- 4Choose where run reports should go.
- 5Test with one real user inventory and confirm details match the returned records.
Questions about this workflow
Does the workflow remove inactive users?
No. The listed action reads the user inventory. Any access change should follow a separate reviewed process.
Can it tell whether a user should still have access?
Only when you supply criteria or relevant context. It should report uncertain cases for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bigmailer. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Agile CRM and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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