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See plan capacity before campaign planning

Keep plan details and total contacts visible in a recurring report so account limits are easier to consider.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Client Plan Information

Retrieves the client's plan and email allowance details.

Why this helps

Plan and contact limits are easy to forget until campaign planning runs into an account constraint.

  • Keep plan and contact information easy to find.
  • Support campaign planning with current account details.
  • Route a recurring account capacity report to your preferred channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Benchmark Email once in Notis.
  • 2Create an automation in Automations, New Automation.
  • 3Describe that the run should retrieve Benchmark Email plan information and report its contact and email plan details.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test once and review the returned plan information.

Questions about this workflow

Does this workflow upgrade the account?

No. It retrieves current plan information for review.

Can it determine whether a specific campaign will fit?

It can report plan information and total contacts. Any additional campaign requirements or thresholds must be supplied in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Benchmark email. A trigger fires from one place; an action lands in another.

Active campaign triggers

Benchmark email actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Contact From List

Removes a contact from a specific list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Email in Automation

Adds an email to an automation workflow.

ActionInstant

Delete Contact List

Deletes a contact list.

ActionInstant

Add Email to Archive

Adds an email campaign to the archive page.

ActionInstant

Delete Email Campaign

Deletes an email campaign.

ActionInstant

Add Email to Community

Publishes an email campaign in the public community.

ActionInstant

Delete Linked Agency Account

Deletes a linked agency account.

ActionInstant

Add/Remove Inbox Tests from Sub-Account

Adds or removes inbox testing credits from a sub-account.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Benchmark email, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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