Put selected Agile CRM prospects on an EmailOctopus list
Turn a recurring prospect review into an organized list-building step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
Prospect lists go stale when transferring selected records becomes another recurring admin task.
- Bundle prospect review into a predictable routine
- Create contacts for an intentional audience
- Reduce repetitive list administration
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 how to identify eligible prospects, which list to use, and which available details to include.
- 4Choose the notis_cron trigger and select a channel for run reports.
- 5Test with one real prospect and check the created EmailOctopus contact.
Questions about this workflow
Does the schedule automatically decide who should receive email?
No. State the prospect criteria and consent requirements in your instruction. If required information is absent, have the workflow report the gap instead of adding the contact.
What does Create Contact do?
It creates a contact in the specified EmailOctopus list using the information provided.
Can I change how often it runs?
Choose the recurrence when setting the notis_cron trigger in Notis.
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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