Route WhatsApp lead intake into EmailOctopus
Connect a WhatsApp intake process to your mailing list while keeping the lead details and permission decision in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
Lead details collected through an external WhatsApp intake flow can sit outside the email list your team uses for follow-up.
- Bring externally collected lead details into the chosen EmailOctopus list.
- Require the source event to supply an email address and permission before creating a contact.
- Keep the intake event and automation run report connected for review.
Setup
Build it in a few focused steps.
- 1Connect EmailOctopus in the Notis portal and prepare your external intake system to call a Notis webhook.
- 2Create an automation with an instruction to create a contact only when the incoming event contains a valid email and explicit marketing permission.
- 3Pick the Notis webhook trigger and use its endpoint in your intake flow.
- 4Choose where run reports should go, then test with one real permitted lead event.
Questions about this workflow
Does this workflow monitor WhatsApp directly?
No. It starts when an external system sends an HTTP request to the Notis webhook. Your intake system must send the event.
What should the webhook event include?
It should include the lead's email and an explicit permission signal, along with any contact details you want Notis to use. Do not rely on information the event does not provide.
Will this update an existing contact?
This workflow uses Create Contact. If you need create-or-update behavior, select EmailOctopus Create or Update Contact instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Emailoctopus. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Fires when a new message is received in a chat.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
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.
Timelinesai and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.