Organize client cohorts for email follow-up
Use a recurring CRM review to identify a useful new cohort and prepare its BigMailer list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create List
Creates a contact list within an existing brand.
Why this helps
Useful client groups in a CRM do not help with follow-up if someone has to remember to build a matching audience by hand.
- Reduce manual setup for new audience groups.
- Keep email audience organization tied to CRM context.
- Avoid creating redundant lists by checking existing lists first.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BigMailer once in the Notis portal.
- 2Create an automation and describe the client cohort and when it merits a new BigMailer list.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real cohort and verify that a suitable list does not already exist.
Questions about this workflow
Will it add contacts to the new list?
This action creates a list. Adding contacts is a separate action, so describe a separate workflow if you need that step.
How can I avoid duplicate lists?
Instruct Notis to check existing lists first and create one only when a matching list is not already available.
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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