Turn an Agile CRM lead into an EmailOctopus contact
Capture qualified leads for email follow-up without re-entering their details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Copying new lead details into a mailing list interrupts sales work and invites duplicate contacts.
- Reduce manual contact entry
- Keep an existing subscriber record current
- Apply your own consent and eligibility rules
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 Agile CRM leads qualify, which EmailOctopus list to use, and what contact details to include.
- 4Choose the notis_webhook trigger and select a channel for run reports.
- 5Test with one real lead and confirm the resulting EmailOctopus contact.
Questions about this workflow
Does this run from an Agile CRM event?
No. Agile CRM trigger events are not available here, so this workflow starts when an HTTP request reaches its Notis webhook.
Will this prevent duplicate contacts?
The Create or Update Contact action creates the contact if needed and updates it if it already exists in the selected list.
Can I specify who is eligible for marketing?
Yes. State your eligibility and consent rules in the instruction. The workflow does not infer consent from missing data.
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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