Import a prepared CRM contact batch into Doppler
Move a reviewed batch of opted-in contacts into Doppler in one scheduled step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Import Subscribers
Import multiple subscribers into a list, adding or updating their records.
Why this helps
Preparing a contact batch and importing it by hand takes attention away from work that needs a founder's judgment.
- Import multiple prepared subscriber records in one operation.
- Run a routine import on a recurring schedule.
- Keep list destination and consent requirements explicit.
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 name it for the batch import.
- 3Tell Notis to import the prepared, consent-confirmed contact batch into the specified Doppler list and report any import task details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prepared batch and review the import result in Doppler.
Questions about this workflow
Does the schedule automatically read Agile CRM contacts?
No Agile CRM trigger events are available. The automation needs access to a prepared batch through its instruction or the scheduled run context.
What should happen to contacts without confirmed consent?
Exclude them from the import. The batch should contain only contacts whose permission to receive email is confirmed.
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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