Give your contact list review a regular place on the calendar
A small scheduled review can make list upkeep easier to remember and less likely to become a last-minute task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Lists
Lists your contact lists.
Why this helps
Contact list maintenance often slips when there is no clear time set aside to review what needs attention.
- Make list review a recurring routine
- See available Benchmark lists in one run
- Use your AgencyZoom criteria to focus attention
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Benchmark email once in Notis.
- 2Create an automation in Notis and describe which AgencyZoom criteria should guide the Benchmark list review.
- 3Pick a recurring schedule and choose where run reports go.
- 4Run once against real account data and confirm the report identifies the intended lists.
Questions about this workflow
Does this workflow automatically know which lists are outdated?
No. It retrieves the Benchmark lists, but you must provide the criteria or AgencyZoom context needed to judge which ones need attention.
Does it modify lists?
No. This action retrieves contact lists for review. A separate workflow can use an appropriate list-management action if you want a change made.
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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