Check email sender settings before your document campaign
Have Notis retrieve company, timezone, language, and sender details on a schedule before your planned campaign work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Account Settings
Retrieves your client account settings.
Why this helps
Campaign preparation can stall when sender details or account defaults need checking at the last minute.
- Surface account settings before campaign preparation begins.
- Reduce last-minute checks across separate tools.
- Use the returned settings to inform a human 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 account settings ahead of the planned campaign.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one scheduled run.
Questions about this workflow
Can this verify that the sender is approved?
The action retrieves account settings such as sender information. It does not establish approval beyond the information Benchmark Email returns.
Can the schedule be tied to an ActiveMerge event?
No ActiveMerge trigger events are exposed here. This workflow uses a Notis schedule.
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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