Route a client contact to a focused follow-up list
Create a separate follow-up audience for a service task without disturbing where the contact already lives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy Contacts
Copies a contact to another list while leaving the original in place.
Why this helps
Adding a contact to a temporary follow-up group by hand is easy to forget when service work is already busy.
- Keep original list membership intact
- Make service follow-up easier to organize
- Reduce manual contact routing
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 identify the contact and destination list from each service follow-up request.
- 3Pick the webhook trigger and choose where run reports go.
- 4Send one real contact and list example, then confirm the copy appears in the destination list.
Questions about this workflow
Will the contact be removed from its original list?
No. The selected action copies a contact to a specific list.
What details must the webhook provide?
Provide or make retrievable the contact and destination list identifiers required by the action, along with enough AgencyZoom context to determine why the follow-up is needed.
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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