Create a dedicated mailing list for a CRM audience
Give a distinct audience a clear destination when your marketing plan calls for one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create List
Create a mailing list to organize email contacts.
Why this helps
A new audience plan can get delayed while someone creates and names its destination list manually.
- Create a list when a distinct audience needs one
- Reduce setup context switching
- Keep list creation tied to a stated audience plan
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and EmailOctopus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Describe the explicit condition for creating a list and the naming convention to use; ask Notis to report if the audience is unclear.
- 4Choose the notis_webhook trigger and select a channel for run reports.
- 5Test with one real audience request and confirm the created list.
Questions about this workflow
Does this also populate the new list?
No. Create List creates a mailing list. Adding contacts requires a separate contact action.
Can it avoid creating a duplicate list?
Include an instruction to review existing lists first and report a possible match before creating one. This action itself creates a new list.
How do I supply the audience definition?
Use available Agile CRM context or include the definition in the request that starts the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Emailoctopus. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Agile CRM and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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