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Notis

Compare Benchmark Email audiences from an Agile CRM event

Check overlap between email audiences when a CRM task calls for it, with Notis comparing the specified Benchmark Email lists and summarizing what differs.

Trigger

Webhook received

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

Action

Compare Contacts

Compares contacts across lists to identify shared or unique entries.

Why this helps

It is easy to send overlapping campaigns when similar audiences are spread across multiple lists.

  • Spot shared and unique contacts across lists
  • Support more deliberate campaign audience decisions
  • Avoid manual list-by-list comparison

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 which Benchmark Email lists to compare and what overlap summary you need.
  • 4Choose the Notis webhook trigger and send a request containing the list identifiers to its URL.
  • 5Choose a report channel, then test with one real example and check the comparison output.

Questions about this workflow

How many lists can be compared?

The action compares contacts across multiple lists. Provide the list identifiers needed for the comparison.

Can Notis tell which contacts should be removed?

It can summarize shared or unique contacts, but removal requires a separate action and a clear decision about which list is authoritative.

What if the webhook request omits a list identifier?

The prompt should direct Notis to report the missing information rather than guessing a list.

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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No card. Works with personal or business Benchmark email.