Keep tagged EmailOctopus audiences in view
Get a recurring look at the tagged audience you use for focused outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieves a paginated set of contacts from a mailing list.
Why this helps
Specific audience segments are easy to forget when they live inside a larger mailing list.
- Bring a selected tag segment into a regular review.
- Focus attention on the contacts relevant to a particular outreach purpose.
- Reduce manual filtering in the EmailOctopus interface.
Setup
Build it in a few focused steps.
- 1Connect EmailOctopus once in the Notis portal.
- 2Create a Notis automation to retrieve contacts with a selected tag from a chosen list.
- 3Pick a recurring schedule and select a run report destination.
- 4Ask Notis to summarize only the information returned for that tagged segment.
- 5Test with one real tag and review the result scope.
Questions about this workflow
Can this workflow filter contacts by tag?
Yes. List Contacts supports optional tag filtering.
Will it send a message to the tagged audience?
No. This action retrieves contacts; it does not send campaigns.
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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