Make client onboarding email ready
Gather newly onboarded, opted-in clients from Agiled and prepare their BigMailer contacts in one scheduled run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Why this helps
Adding each new client to an email platform individually turns onboarding into a string of small tasks that are easy to miss.
- Group eligible new contacts into a single run.
- Reduce repetitive onboarding administration.
- Review batch processing results in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BigMailer once in the Notis portal.
- 2Create an automation and describe which newly onboarded, opted-in clients to add as contacts.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real client record and review the batch result.
Questions about this workflow
Can the batch include clients without marketing consent?
Set the instruction to include only contacts with the consent required for your email use. Do not treat onboarding status as consent.
How can I review whether the batch processed?
Choose a report destination and review the run report for the batch result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bigmailer. A trigger fires from one place; an action lands in another.
Agiled triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Agiled and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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