Find Benchmark Email contacts from an Agile CRM request
When an Agile CRM process needs a quick audience lookup, let a Notis webhook search the relevant Benchmark Email list and summarize matching contacts.
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
Looking up people across a CRM and an email platform adds a context switch when you only need to check a defined audience.
- Reduce back-and-forth between CRM and email tools
- Search a specific list using supplied criteria
- Get a useful summary of paginated results
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.
- 3In one instruction, describe the list and search criteria to use, and what result summary you need.
- 4Choose the Notis webhook trigger and send an Agile CRM request with the required context to its URL.
- 5Choose a report channel, then test with one real example and confirm the returned contacts match.
Questions about this workflow
What information must be supplied for a search?
Provide the Benchmark Email list identifier and the search or filter criteria. The action supports filtered and paginated contact retrieval.
Can it infer missing contact details from Agile CRM?
Only if those details are included in the webhook request or accessible in the connected workflow data. Missing information should be named.
Does this action update contacts?
No. It fetches contacts from a list; it does not modify them.
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.
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.
Agile CRM and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Benchmark email.