Turn a selected set of agency contacts into a usable segment
Move from a hand-picked group of clients to a Benchmark segment without rebuilding the group in another screen.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Segment from Contact IDs
Creates a contact segment from selected contacts.
Why this helps
Recreating a targeted contact group by hand can add busywork and invite selection mistakes.
- Create a segment from supplied contact IDs
- Reduce repetitive audience setup
- Keep a targeted group ready for follow-up
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Benchmark email once in Notis.
- 2Create an automation in Notis and describe how to validate the supplied contacts and create the requested segment.
- 3Pick the webhook trigger and choose where run reports go.
- 4Send one real set of contact IDs and verify the resulting segment in Benchmark.
Questions about this workflow
Does this find contact IDs automatically from AgencyZoom?
The Benchmark action creates a segment from contact IDs. Supply those IDs in the webhook data or describe a supported way for Notis to retrieve them.
Can the segment criteria use policy or client history?
Only if that information is available in the supplied data or connected app context. Provide any criteria or history that is not returned by the apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Benchmark email. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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