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Notis

Process a clear contact removal request from your CRM workflow

Handle a specifically requested list removal without searching for the contact manually.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

Why this helps

Manually locating a requested contact can delay list maintenance and privacy follow-through.

  • Reduce manual search for a requested removal
  • Require an unambiguous contact and list match
  • Keep a report of the action outcome

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.
  • 3Require a clearly authorized request, identify the exact list and contact, and instruct Notis to report unclear matches without deleting.
  • 4Choose the notis_webhook trigger and select a channel for run reports.
  • 5Test using a real, explicitly approved example and verify the intended contact was removed.

Questions about this workflow

Is contact deletion reversible?

No. Delete Contact permanently removes the contact from the specified list, so the instruction should require a clear request and exact match.

Does an Agile CRM status alone authorize deletion?

Only use a status if your instruction defines it as an authorized removal request. Have Notis report ambiguity.

How is this different from unsubscribing?

Deletion removes the contact from the list. Unsubscribe Contact changes subscription status. Choose based on the request.

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.

TriggerScheduled

Create Contact

Add a new contact to a mailing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a mailing list to organize email contacts.

ActionInstant

Create Field

Creates a custom field on a mailing list.

ActionInstant

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

ActionInstant

Delete List

Delete a mailing list and all its contacts permanently; this cannot be undone.

ActionInstant

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

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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