Keep a mailing list tag aligned with your CRM segment name
Carry a deliberate naming change through to the label your team sees in EmailOctopus.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Tag
Renames a tag on a mailing list.
Why this helps
Outdated segment names create confusion when CRM terminology changes but mailing list labels do not.
- Keep segment terminology consistent
- Reduce confusion from outdated labels
- Apply a specific, requested rename
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.
- 3Name the exact list, current tag, and replacement name, and instruct Notis to report unclear matches without renaming.
- 4Choose the notis_webhook trigger and select a channel for run reports.
- 5Test with one real rename request and confirm the resulting tag name.
Questions about this workflow
Does renaming change the tag on existing contacts?
Update Tag renames an existing tag on a mailing list. Confirm the intended behavior and template references before using it.
Can it choose a tag from a vague CRM segment name?
Define the exact current and replacement names. Have Notis report ambiguous matches.
Does this workflow create a missing tag?
No. It updates an existing tag. A missing tag should be reported for review.
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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