Review older subscribers that may need CRM follow-up
Bring aging subscriber records into view so you can decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieves a paginated set of contacts from a mailing list.
Why this helps
Older contacts can sit unnoticed when list upkeep has no clear review point.
- Focus attention on a defined date range
- Surface records for a human follow-up decision
- Reduce one-by-one list inspection
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.
- 3Define what counts as older, which list to inspect, and what CRM follow-up context to report.
- 4Choose the notis_cron trigger and select a channel for run reports.
- 5Test with a real date range and review the resulting contacts.
Questions about this workflow
Can it identify inactive subscribers?
Do not infer inactivity unless the necessary activity data is returned. Define the date range and evidence you want it to use.
Can the contacts be removed automatically?
No. This workflow only retrieves and reports contacts for review.
Does the list action support date filters?
List Contacts supports optional date range filtering. Specify the relevant range in your instruction.
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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