Keep contact details current as Google Docs change
When a document in your chosen search set changes, have Notis reconcile its contact details with EmailOctopus.
Trigger
Document Search Update
Triggers when a matching document is created or updated.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Contact details drift when document edits and mailing list updates happen in separate places.
- Reduce repeated contact editing
- Refresh existing contacts or create missing ones
- Use a document search to limit which records are considered
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, describe which matching documents contain contact details and ask Notis to create or update the corresponding EmailOctopus contact.
- 4Pick Document Search Update as the trigger and choose where run reports should go.
- 5Test with one real document update and review the resulting contact.
Questions about this workflow
How do I limit which documents are considered?
Document Search Update watches documents matching a search query that you define in the trigger setup.
What happens if the contact is not already on the list?
Create or Update Contact creates the contact when it does not exist and updates it when it does.
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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