See account capacity before it becomes a blocker
A monthly client snapshot keeps contact volume and account context in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Why this helps
Capacity concerns often surface only when a list operation is already urgent.
- Track contact volume over time
- Surface account context early
- Plan list operations with better information
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Benchmark Email in Notis.
- 2Create an automation named Monthly client capacity review.
- 3Tell Notis which client details and thresholds to summarize from the response.
- 4Pick a notis_cron schedule.
- 5Choose a report channel and test with one current snapshot.
Questions about this workflow
Does this change the plan?
No. It only retrieves and summarizes client details.
Can I set a threshold?
Yes. Provide the threshold in the instruction for Notis to flag.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Benchmark email. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
Delete Email Campaign
Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.
Delete Linked Agency Account
Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.
Delete Webhook
Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.
Get All Confirmed Emails
Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.
Get Client Account Settings
Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
0CodeKit and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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