Check your email plan before preparing the mailing
Get a timely view of email plan information and total contacts before a planned mailing needs your attention.
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 limits discovered late can derail otherwise-ready document and campaign work.
- Retrieve plan information ahead of planned mailing work.
- Make a recurring capacity check easier to remember.
- Surface email plan and contact details for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Benchmark Email once in the Notis portal.
- 2Create an automation and describe retrieving client plan information before mailing work.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one scheduled run.
Questions about this workflow
Can this upgrade the Benchmark Email plan?
No. The action retrieves plan information, including addons, email plan, and total contacts.
Does it know the timing of ActiveMerge work?
No ActiveMerge trigger events are exposed here. Choose a Notis schedule that fits your planning routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Benchmark email. A trigger fires from one place; an action lands in another.
ActiveMerge 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
Removes a contact from a specific list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Email in Automation
Adds an email to an automation workflow.
Delete Contact List
Deletes a contact list.
Add Email to Archive
Adds an email campaign to the archive page.
Delete Email Campaign
Deletes an email campaign.
Add Email to Community
Publishes an email campaign in the public community.
Delete Linked Agency Account
Deletes a linked agency account.
Add/Remove Inbox Tests from Sub-Account
Adds or removes inbox testing credits from a sub-account.
Connect any two apps with Notis in the middle.
ActiveMerge and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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