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Notis

Keep your EmailOctopus tag inventory visible

Review the labels available to your audience without reopening the list settings each time.

Trigger

Recurring schedule

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

Action

List Tags

Retrieves all tags from a mailing list.

Why this helps

When tag names are out of sight, teams can create overlapping labels or forget how a segment is organized.

  • Make existing tags easier to review regularly.
  • Keep audience organization visible for planning.
  • Reduce guesswork before creating another segment label.

Setup

Build it in a few focused steps.

  • 1Connect EmailOctopus once in the Notis portal.
  • 2Create a Notis automation that retrieves and summarizes the tags on a specified list.
  • 3Pick a recurring schedule and choose where run reports go.
  • 4Ask Notis to flag unclear or potentially overlapping names without asserting an unsupported history.
  • 5Test with a real list and review the summary.

Questions about this workflow

Can this workflow tell whether a tag was newly added?

Not from a single tag retrieval. A prior snapshot or baseline is needed to identify changes over time.

Does it modify tags?

No. It retrieves the tag inventory for review.

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.

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

Account Created or Updated

Triggers when an account is created or updated.

TriggerPolling

Create Field

Creates a custom field on a mailing list.

ActionInstant

Contact Updated

Triggers when an existing contact is modified and includes changed fields.

TriggerPolling

Delete Contact

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

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on a specified record type.

TriggerPolling

Delete List

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

ActionInstant

New Contact Trigger

Triggers when a new contact is created.

TriggerPolling

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

New Lead Trigger

Triggers when a new lead is created.

TriggerPolling

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

New or Updated Opportunity

Triggers when an opportunity is created or updated.

TriggerPolling

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

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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