Create a BigMailer template from a campaign brief
Put the supplied campaign content into a reusable template so the next campaign starts with less setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template
Creates a reusable email or page template, optionally shared across the account’s brands.
Why this helps
Campaign content and layout details can be scattered across CRM notes and follow-up messages.
- Convert a structured brief into a reusable asset.
- Keep template content tied to the campaign request.
- Reduce repeated setup for similar campaigns.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BigMailer once in the Notis portal.
- 2Create an automation and describe the template outcome in one instruction.
- 3Choose a Notis webhook trigger for the campaign brief.
- 4Choose where run reports should go.
- 5Test with one real brief and inspect the created template.
Questions about this workflow
Does BigMailer send the campaign when the template is created?
No. This action creates a template. A separate campaign action would be needed to create or send a campaign.
Must the request include HTML?
The request should include the template content required by the action, such as its HTML structure and intended name.
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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