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Notis

Add an email to a Benchmark Email automation from a CRM request

Keep campaign setup moving by turning a clear Agile CRM request into an email addition in the intended Benchmark Email automation.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Email in Automation

Adds an email to an automation workflow.

Why this helps

Automation setup can stall when an agreed email addition has to be recreated later from memory.

  • Move an agreed automation update into action
  • Reduce setup steps that get forgotten
  • Keep changes tied to a CRM request

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Benchmark Email in the Notis portal once.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel to create it.
  • 3Describe the intended automation and email details, including any identifiers required by the action.
  • 4Choose the Notis webhook trigger and send the confirmed automation and email context in the request.
  • 5Choose a report channel, then test with one real example and verify the email appears in the intended automation.

Questions about this workflow

Does the action create an email from scratch?

It adds an email to an automation workflow. The request should include the email details or identifiers required by the connected action.

Will it send the email immediately?

The action is for adding an email to an automation sequence. It does not describe an immediate campaign send.

Can it infer which automation to update?

Supply the intended automation context or identifier. The workflow should not guess among multiple automations.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Benchmark email. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Benchmark email actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Contact From List

Removes a contact from a specific list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Email in Automation

Adds an email to an automation workflow.

ActionInstant

Delete Contact List

Deletes a contact list.

ActionInstant

Add Email to Archive

Adds an email campaign to the archive page.

ActionInstant

Delete Email Campaign

Deletes an email campaign.

ActionInstant

Add Email to Community

Publishes an email campaign in the public community.

ActionInstant

Delete Linked Agency Account

Deletes a linked agency account.

ActionInstant

Add/Remove Inbox Tests from Sub-Account

Adds or removes inbox testing credits from a sub-account.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Benchmark email, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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