Get a recurring overview of your Benchmark Email account
Bring account profile and contact-count context into a short recurring report, without adding another dashboard check to your day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client details
Retrieves your client profile, contact count, and plan details.
Why this helps
Account and plan context can be difficult to recall when campaign planning picks up after a gap.
- See account and contact information in one report
- Reduce context switching during campaign planning
- Make periodic account review easier
Setup
Build it in a few focused steps.
- 1Connect Benchmark Email in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel to create it.
- 3Tell Notis to retrieve the account profile, contact count, and plan details and summarize them.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel, then test with one real example and check the account snapshot.
Questions about this workflow
What information is included?
The action retrieves client profile data, contact count, and plan information, subject to the connected account response.
Can this change the account plan?
No. It only retrieves account information.
Can Notis show how these figures changed since the prior run?
Only if prior values are available or you provide a baseline. The action itself is described as retrieving current details.
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.