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Notis

Check a mailing list before planning CRM outreach

Review list setup details before you decide whether it fits the audience you have in mind.

Trigger

Webhook received

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

Action

Get List

Retrieves a mailing list’s details, fields, tags, contact count, and opt-in settings.

Why this helps

Choosing a destination without checking list configuration can create avoidable follow-up and rework.

  • Review list details before outreach planning
  • See available fields, tags, counts, and opt-in settings
  • Reduce avoidable list selection mistakes

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 which list to inspect and how its details relate to the CRM audience or outreach plan.
  • 4Choose the notis_webhook trigger and select a channel for run reports.
  • 5Test with one real list and verify the details returned.

Questions about this workflow

Which list details can this retrieve?

Get List retrieves information such as the list name, fields, tags, contact counts, and opt-in settings.

Does it change list settings?

No. This workflow only retrieves list details.

Where does the audience context come from?

Use the available Agile CRM data or include the needed audience context in the instruction.

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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