Find mailing list contacts that match a CRM segment
Review the people already in a list against the audience you are trying to reach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Contacts
Retrieves a paginated set of contacts from a mailing list.
Why this helps
Audience overlap is hard to assess when the CRM segment and mailing list are viewed separately.
- Review audience overlap before a campaign
- Identify potential segment gaps
- Keep the comparison read-only for review
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 the segment criteria, list, and matching details, and request a report instead of contact changes.
- 4Choose the notis_webhook trigger and select a channel for run reports.
- 5Test with one real segment and verify the contacts reported.
Questions about this workflow
Can it filter list contacts by tags or status?
List Contacts supports optional filtering by tag, status, and date ranges. Specify the filters that matter.
Does it add missing segment contacts?
No. It retrieves and reports contacts only. Contact creation is a separate action and is not part of this workflow.
What if segment criteria are missing from Agile CRM data?
Supply the criteria in your instruction or ask Notis to report that it cannot make the comparison.
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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