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Notis

Get a clear inventory of EmailOctopus lists for your CRM audiences

Start a list planning session with the current mailing list inventory in front of you.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get All Lists

Retrieve all mailing lists in the account.

Why this helps

Finding the right destination list can require repeated searches across marketing and CRM tools.

  • Gather list options into a report
  • Reduce context switching during audience planning
  • Spot when a requested audience has no evident destination

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.
  • 3Tell Notis what audience context to consider and ask it to report the available EmailOctopus lists without changing them.
  • 4Choose the notis_cron trigger and select a channel for run reports.
  • 5Test with one real review and confirm the list inventory is useful.

Questions about this workflow

Does it create or rename lists?

No. Get All Lists only retrieves the mailing lists associated with the EmailOctopus account.

Can the workflow infer list membership from Agile CRM?

Only if the relevant audience information is available in the returned CRM data. Otherwise, supply the audience criteria in your instruction.

Can I run this only when needed?

This package uses a recurring schedule. Choose an appropriate recurrence in the notis_cron trigger setup.

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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