Prepare a campaign audience from a selected group of clients
Turn a defined group of agency contacts into a campaign-ready list with one recurring run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Copy Bulk Contacts
Copies multiple contacts into target lists while leaving the originals in place.
Why this helps
Building the same kind of campaign list repeatedly can take time away from client work and leave gaps in the audience.
- Copy multiple selected contacts in one action
- Reduce repeated campaign list preparation
- Apply explicit client criteria consistently
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Benchmark email once in Notis.
- 2Create an automation in Notis and describe the AgencyZoom criteria, contact IDs, and destination Benchmark list for each run.
- 3Pick a recurring schedule and choose where run reports go.
- 4Run with one real group and verify the copied contacts in the destination list.
Questions about this workflow
Will this workflow move contacts out of their existing lists?
No. The selected action copies contacts in bulk to a target list.
Can it infer the target audience from policy status?
Only if policy status and the intended criteria are available in the supplied data or connected app context. State any missing criteria explicitly.
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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