Keep Benchmark account details close to your workflow
Get a periodic account snapshot in your run reports to reduce last-minute searching before email work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client details
Retrieves your client profile, contact count, and plan details.
Why this helps
Account profile and plan details can be hard to recall when they are only checked occasionally.
- Review profile, contact count, and plan information periodically.
- Keep account details in a single run report channel.
- Use ActiveTrail context to make the snapshot easier to interpret.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Benchmark Email once in the Notis portal.
- 2Create an automation to retrieve and summarize Benchmark client details.
- 3Choose a recurring schedule and report destination.
- 4Test with one account details retrieval.
- 5Review the report.
Questions about this workflow
Does this update Benchmark account details?
No. It retrieves client details for review.
What does the action include?
It can include profile data, contact count, and plan information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Benchmark email. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.