Keep consented partner contacts current in EmailOctopus
When a partner folder is shared with a collaborator, use its approved roster to update the specified EmailOctopus list.
Trigger
New Folder Collaboration Created
Fires when a new collaboration is created on a folder.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Partner contact lists are easy to forget when a new collaborator joins a shared folder.
- Connects a new partner collaboration to list maintenance
- Limits updates to contacts with documented consent
- Reports roster entries that need clarification
Setup
Build it in a few focused steps.
- 1Connect Box and EmailOctopus once in the Notis portal.
- 2Create an automation with a name and a plain language outcome.
- 3Pick the Box new folder collaboration trigger for the partner folder and choose a report channel.
- 4Tell Notis where to find the approved roster, which EmailOctopus list to use, and to create or update only contacts with explicit marketing consent.
- 5Test with one real collaboration and review the run report.
Questions about this workflow
Does a new collaboration contain a contact roster?
Not necessarily. The trigger signals that a collaboration was created. The roster location must be specified in your instruction, and Notis should report if it cannot find one.
Does sharing a folder count as consent?
No. Only process contacts whose marketing consent is explicitly recorded in the roster.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Emailoctopus. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Fires when a collaboration’s details change.
Create Field
Creates a custom field on a mailing list.
Comment Changed
Fires when a comment’s content or details change.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
New File Comment Added
Fires when a new comment is added to a file.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
File Metadata Changed
Fires when a file’s metadata or properties change.
Create Tag
Creates a tag on a mailing list for contact organization.
File Shared Link Changed
Fires when a file’s shared link settings change.
Get All Lists
Retrieve all mailing lists in the account.
New File Version Uploaded
Fires when a new version is uploaded to a file.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Box and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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