Keep your BigMailer template library usable
Get a recurring view of templates so the right starting point is easier to find when a campaign request arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists email and SMS templates for a brand.
Why this helps
A growing template library can slow campaign work when names and purpose are hard to scan.
- Make the available templates easier to scan.
- Flag unclear naming for a human decision.
- Reduce time spent searching for a starting point.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BigMailer once in the Notis portal.
- 2Create an automation and describe what template inventory details are useful.
- 3Choose a Notis schedule trigger and cadence.
- 4Choose where run reports should go.
- 5Test with one real inventory and verify findings against returned template details.
Questions about this workflow
Does the workflow delete outdated templates?
No. It lists templates and reports potential review candidates.
Can the report judge whether content is outdated?
Only if the action returns relevant content or you supply a review rule and context. Otherwise, it can flag naming or metadata 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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