See your plan details during regular reviews
Put plan information and total contacts in a recurring review, so account planning has current details close by.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Plan Information
Tool to get client's plan information including addons, email plan, and total contacts. use when you need the current plan details before managing upgrades or billing.
Why this helps
Plan details and addon information are easy to forget until a decision depends on them.
- Review plan information without a manual lookup.
- Keep addon and total-contact details visible.
- Support account planning with a recurring snapshot.
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 current plan information, addons, and total contacts and summarize them for review.
- 4Pick a recurring schedule trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this workflow change billing or plan settings?
No. It retrieves plan details only.
Can it recommend a plan change?
It can compare returned details against criteria you provide, but no upgrade or billing action is included here.
How is this different from a contact count review?
This workflow focuses on plan details and addons alongside total contacts, rather than broader account profile information.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.