Review mailing list settings as part of audience planning
Make list configuration part of a routine CRM planning check, with details summarized for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get List
Retrieves a mailing list’s details, fields, tags, contact count, and opt-in settings.
Why this helps
Audience decisions can stall when list setup details are checked only after planning begins.
- Bring list configuration into planning
- Review opt-in settings and available fields
- Avoid repeatedly opening list settings by hand
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.
- 3Specify the lists and audience planning questions, and request a report of relevant available settings.
- 4Choose the notis_cron trigger and select a channel for run reports.
- 5Test with one real list and validate the reported settings.
Questions about this workflow
Can this change opt-in settings?
No. Get List retrieves list details and does not change settings.
Which details should I ask Notis to report?
You can request relevant available details such as name, fields, tags, contact counts, and opt-in settings.
Will it use the latest CRM audience definition?
It can use CRM context that is returned or information you include in the instruction. Supply any missing criteria.
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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