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Notis

Copy selected contacts into a Benchmark Email list

Let an Agile CRM request kick off a targeted list expansion, copying a supplied set of contacts into the intended Benchmark Email audience.

Trigger

Webhook received

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

Action

Copy Bulk Contacts

Copies multiple contacts into target lists while leaving the originals in place.

Why this helps

Adding a known group of contacts one by one creates repetitive work and invites mistakes.

  • Move a specified group in one operation
  • Reduce repetitive list maintenance
  • Keep contact additions tied to a clear 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 destination list and require a supplied set of valid contact IDs.
  • 4Choose the Notis webhook trigger and send the IDs and list context in the request.
  • 5Choose a report channel, then test with one real example and review which contacts were copied.

Questions about this workflow

Does the action move or copy contacts?

It copies contacts to target lists, leaving the source contacts in place.

What must the request include?

Provide the contact identifiers and destination list information needed to perform the copy.

Can the workflow discover matching contacts by itself?

This action copies supplied contacts. A separate lookup step or supplied IDs are needed to identify 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.

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.