Move completed intake details into EmailOctopus
Use a disappearing placeholder as the signal that an intake document is ready for contact creation or update.
Trigger
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
A filled intake form can sit unnoticed while someone waits to transfer its details into the mailing list.
- Notice when an intake template is filled
- Create or update the matching list contact
- Keep the handoff tied to a specific document
Setup
Build it in a few focused steps.
- 1Connect Google Docs and EmailOctopus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis what completed intake details to use and to create or update the contact only when consent is recorded.
- 4Pick Document Placeholder Filled as the trigger and choose where run reports should go.
- 5Test with one real intake document after its configured placeholder has been filled.
Questions about this workflow
What makes this trigger fire?
It fires when a previously present configured placeholder pattern is no longer found in the specific document.
Can this create a new contact or update one?
Yes. The Create or Update Contact action handles either case for the selected EmailOctopus list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Emailoctopus. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new document is created.
Create Field
Creates a custom field on a mailing list.
Document Deleted
Triggers when a document is moved to the trash.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Document Search Update
Triggers when a matching document is created or updated.
Create Tag
Creates a tag on a mailing list for contact organization.
Document Structure Changed
Triggers when a document’s structure changes, such as its tables or headers.
Get All Lists
Retrieve all mailing lists in the account.
Document Updated
Triggers when an existing document is updated.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Google Docs and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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