Refresh EmailOctopus contacts when a Box segment changes
Keep a working segment current when its Box source file is revised, with one reviewable batch update.
Trigger
New File Version Uploaded
Fires when a new version is uploaded to a file.
Action
Batch Update Contacts
Updates multiple contacts in a mailing list in one batch.
Why this helps
A revised segment file often leaves list details stale until someone remembers to reconcile them.
- Consolidates many contact updates into one run
- Uses the revised file as the current source
- Surfaces unmatched records for review
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 file version trigger for the segment file and choose where reports should go.
- 4Tell Notis to compare the revised file with the specified EmailOctopus list, batch update only matching contacts, and report ambiguous or unmatched records.
- 5Test with one real file version and review the proposed changes in the run report.
Questions about this workflow
Will every row overwrite a contact?
The instruction should limit updates to fields that are present and approved in the revised source, and have Notis report ambiguous matches rather than guessing.
Can this remove contacts that are no longer in the file?
No. This workflow updates matching contacts. Removal or unsubscribe decisions need a separate, explicit process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.