Turn clear opt-out notes into EmailOctopus unsubscribes
When someone asks to stop receiving marketing email, a note should not leave that request waiting in the CRM. Notis can act on the request and report the outcome.
Trigger
New Note Received Trigger
Fires when a new note is created.
Action
Unsubscribe Contact
Unsubscribes a contact from a mailing list while keeping their record.
Why this helps
Opt-out requests can get buried in notes while teams move between their CRM and mailing platform.
- Act on clear unsubscribe requests recorded in Pipedrive.
- Keep the response tied to the list you identify.
- Have Notis report when the note lacks enough information to identify a contact.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; give it a name and describe the outcome.
- 3In one instruction, specify the EmailOctopus list and require a clear, explicit opt-out request plus an identifiable email before unsubscribing.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports should go.
- 5Test with one real note containing an explicit opt-out request and confirm the contact status in EmailOctopus.
Questions about this workflow
Will any note mentioning email cause an unsubscribe?
No. Tell Notis to act only on an explicit request to stop marketing emails, and to report ambiguous notes for review.
What happens if the note does not identify an email address?
Instruct Notis to take no unsubscribe action and report that it could not identify the contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Emailoctopus. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Fires when a new deal is created.
Create Field
Creates a custom field on a mailing list.
New Note Received Trigger
Fires when a new note is created.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
New Organization Received Trigger
Fires when a new organization is created.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Pipedrive and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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