Copy one contact to the right Benchmark Email list
When a CRM process calls for an additional audience, copy a specified contact into the Benchmark Email list without removing the original entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy Contacts
Copies a contact to another list while leaving the original in place.
Why this helps
A single contact can need to appear in more than one audience, and manually adding it is easy to postpone.
- Add a contact to another audience quickly
- Preserve their existing list membership
- Reduce a small but easy-to-forget admin task
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, specify the required contact ID and destination list details.
- 4Choose the Notis webhook trigger and send the confirmed contact and destination list context.
- 5Choose a report channel, then test with one real example and verify the destination membership.
Questions about this workflow
Will the contact be removed from the original list?
No. This action copies a contact to a specific list.
What identifiers are needed?
Provide the contact ID and the target list information required by the action.
Can it add a contact that is not already in Benchmark Email?
This action is described as copying a contact. It does not create a new contact from an Agile CRM record.
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
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.