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Find the right EmailOctopus list for a new project

See your existing audiences when a project starts, without pausing to search through another app.

Trigger

New Coda Document Trigger

Triggers when a new document is created.

Action

Get All Lists

Retrieve all mailing lists in the account.

Why this helps

A new initiative can lead to duplicate lists when nobody checks what already exists.

  • See existing lists when a new project starts.
  • Help avoid creating a redundant audience list.
  • Bring list lookup into the project workflow.

Setup

Build it in a few focused steps.

  • 1Connect Coda and EmailOctopus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe that the workflow should retrieve and review all existing lists for the new project.
  • 4Choose the New Coda Document trigger and select a report channel.
  • 5Test with one real project document and inspect the returned lists.

Questions about this workflow

Does this create a new list?

No. It retrieves existing lists so you can decide which audience to use.

Can the automation select a list automatically?

It can help analyze returned list information against details in the document, but any missing project or audience criteria must be supplied by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Emailoctopus. A trigger fires from one place; an action lands in another.

Coda triggers

Emailoctopus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Add a new contact to a mailing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a mailing list to organize email contacts.

ActionInstant

Coda Document Deleted Trigger

Triggers when a document is deleted.

TriggerPolling

Create Field

Creates a custom field on a mailing list.

ActionInstant

New Coda Document Trigger

Triggers when a new document is created.

TriggerPolling

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a document.

TriggerPolling

Delete List

Delete a mailing list and all its contacts permanently; this cannot be undone.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page in a document is updated.

TriggerPolling

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

Connect any two apps with Notis in the middle.

Coda and Emailoctopus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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