Reuse a Benchmark Email campaign from an Agile CRM request
Turn a CRM request to reuse a campaign into a ready-to-edit Benchmark Email copy with a new name.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy Existing Email
Duplicates an email campaign with a new ID and name.
Why this helps
Recreating a similar campaign from scratch takes time and can lead to inconsistent content or setup.
- Start from an existing campaign artifact
- Reduce repetitive campaign setup
- Keep reuse requests connected to CRM work
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, require the existing campaign ID and the exact new campaign name.
- 4Choose the Notis webhook trigger and send the campaign ID and requested name in the Agile CRM request.
- 5Choose a report channel, then test with one real example and verify the copied campaign has the intended name.
Questions about this workflow
Does the copy send the campaign?
No. This action creates a copy with a new ID and specified name. Sending is not part of the action.
What information must the request include?
The source email campaign ID and the name for the copy.
Can Notis choose the source campaign based on CRM history?
Only if the relevant campaign ID is supplied or available in the request context. The prompt should report missing IDs instead of guessing.
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.