Bring recent EmailOctopus campaigns into your CRM follow-up review
See recent campaign activity alongside the follow-up work that needs your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Why this helps
Campaign context can be easy to lose when it is separate from ongoing CRM conversations.
- Collect recent campaign information for review
- Connect marketing activity to CRM follow-up priorities
- Reduce manual context gathering
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 which CRM follow-up priorities matter and ask Notis to summarize relevant recent campaigns without claiming unavailable outcomes.
- 4Choose the notis_cron trigger and select a channel for run reports.
- 5Test with one real review and check that campaign details support the summary.
Questions about this workflow
Does this report campaign opens or clicks?
Get Recent Campaigns retrieves campaign records. Do not assume it returns performance metrics unless those are present in the retrieved data.
Can the summary identify who received a campaign?
Only if that information is present in the available data. Specify any missing context you want supplied.
What starts this workflow?
A recurring notis_cron schedule starts it.
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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