Add a mailing list tag for a CRM segment
Prepare a useful label for a segment before you start sorting contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Tag
Creates a tag on a mailing list for contact organization.
Why this helps
Segment organization gets delayed when needed labels must be created manually in another tool.
- Create a label for a clearly defined segment
- Reduce setup steps before list organization
- Keep segment naming consistent with your instruction
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 segment, list, and exact tag name to create, and ask Notis to check existing tags before acting.
- 4Choose the notis_webhook trigger and select a channel for run reports.
- 5Test with one real segment request and verify the tag on the intended list.
Questions about this workflow
Does creating a tag apply it to contacts?
No. Create Tag creates a tag on a mailing list. Applying it to contacts is a separate operation.
Can the workflow avoid duplicate labels?
Instruct Notis to review existing tags first and report a match rather than create a duplicate.
What if the CRM segment name is missing?
Provide the exact tag name in the request or ask Notis to report that it cannot safely create one.
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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