Carry confirmed contact onboarding into Doppler
Handle account-level subscriber creation as part of a consent-aware onboarding handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Why this helps
Onboarding often spans a CRM and email platform, leaving subscriber setup as a separate task to remember.
- Create or associate subscribers at the account level.
- Optionally include list memberships named in the instruction.
- Keep onboarding handoffs in one repeatable process.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Doppler once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it an onboarding name.
- 3In one instruction, ask Notis to use the webhook's contact details to create or associate an account subscriber only when consent is confirmed, and include any explicitly named list memberships.
- 4Choose the webhook trigger and choose where run reports should go.
- 5Test with one real onboarding contact and confirm the subscriber and any requested memberships in Doppler.
Questions about this workflow
What does account-level subscriber creation do?
It creates or associates a subscriber with a Doppler account and can optionally include list memberships.
What information must the webhook provide?
It must provide the contact details needed for the request and a clear consent signal. Any desired list memberships should also be included or specified in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Add a subscriber to a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a subscriber list for an account.
Check Subscriber Exists
Checks whether a subscriber exists in an account.
Delete List
Permanently delete a subscriber list.
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Get Campaigns
Retrieve all campaigns associated with an account.
Unsubscribe Subscriber
Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.
Get List
Retrieve details of a subscriber list.
Connect any two apps with Notis in the middle.
Agile CRM and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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