Keep account capacity in view
A scheduled account snapshot helps you review contact growth and plan details without remembering to look them up manually.
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
Contact growth and account limits are easy to overlook when they live in a separate email platform.
- Bring contact count and plan details into regular planning.
- Make account review easier to remember.
- Use current account information when considering list growth.
Setup
Build it in a few focused steps.
- 1Connect Benchmark Email once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the outcome: retrieve the account profile, contact count, and plan information and summarize the values for review.
- 4Pick a recurring schedule trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this upgrade or change the account plan?
No. It retrieves account details and plan information only.
Can it warn me when a limit is near?
Only if the relevant limit is returned and you provide a threshold for Notis to compare against.
Is this the same as detailed plan information?
This action returns client details including plan information. A separate action retrieves plan information including addons and total contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Benchmark email. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Benchmark email.