Start a supported service connection from a CRM request
When a CRM process calls for a supported integration, retrieve the authorization URL through Benchmark Email and keep the setup request moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Connect Third-Party Service
Provides an authorization link to connect a supported e-commerce or CRM service.
Why this helps
Integration setup can be easy to defer when authorization links and CRM context are separated.
- Keep a connection request tied to CRM work
- Retrieve the authorization link when it is needed
- Reduce the effort of finding the integration setup path
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.
- 3Specify a supported service, such as Etsy, eBay, Shopify, or Salesforce, in the instruction.
- 4Choose the Notis webhook trigger and send the requested service in the Agile CRM request.
- 5Choose a report channel, then test with one real example and confirm the authorization URL is returned.
Questions about this workflow
Which services are described as supported?
The action lists Etsy, eBay, Shopify, and Salesforce.
Does this finish OAuth authorization?
No. It retrieves the authorization URL. The connection still requires completing the authorization flow.
Can I request an arbitrary third-party service?
The action specifies the listed services. Do not assume support for other integrations.
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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