Check whether a discovered prospect is already on your list
Let Notis check the relevant Benchmark list after Agenty finds a prospect, so you can review possible matches before taking action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Filtered Contacts in List
Retrieves contacts from a list matching the selected criteria.
Why this helps
Manually checking list membership adds friction and can lead to duplicate follow-up.
- Check a chosen list before follow-up.
- Surface possible existing contacts for review.
- Keep prospect research and list checking in one workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Benchmark Email once in Notis.
- 2Create an automation from a channel or in Automations, New Automation.
- 3Tell Notis to search the specified Benchmark list for possible matches to a prospect supplied by Agenty, using only available search criteria.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real prospect and a list you can access.
Questions about this workflow
Will this remove duplicate contacts?
No. It retrieves filtered contacts for review. It does not delete or merge contacts.
What if the Agenty result does not include a usable search value?
Notis can report that it lacks enough information to check the list. Supply a search value in the request when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Benchmark email. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.