Add new Salesforce contacts to EmailOctopus
Keep contact records moving into your email audience with less busywork.
Trigger
New Contact Trigger
Triggers when a new contact is created.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
New contacts can get lost between CRM updates and the email list where outreach happens.
- Capture new contacts in the intended EmailOctopus list.
- Cut repetitive CRM-to-marketing data entry.
- Make contact follow-up easier to keep on track.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and EmailOctopus once in the Notis portal.
- 2Create a Notis automation and give it a clear name.
- 3In one instruction, ask Notis to create an EmailOctopus contact for each new Salesforce contact in your chosen list.
- 4Pick the Salesforce New Contact Trigger and choose a report destination.
- 5Test the automation with one real Salesforce contact.
Questions about this workflow
What event triggers the automation?
It runs when Salesforce creates a new Contact.
Does this update an existing EmailOctopus contact?
This workflow uses Create Contact. For update-or-create behavior, choose the EmailOctopus Create or Update Contact action instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Emailoctopus. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
Create Field
Creates a custom field on a mailing list.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
New Contact Trigger
Triggers when a new contact is created.
Create Tag
Creates a tag on a mailing list for contact organization.
New Lead Trigger
Triggers when a new lead is created.
Get All Lists
Retrieve all mailing lists in the account.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Salesforce and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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