Keep Benchmark Email plan and contact details visible
Get a short scheduled view of plan details and total contacts so account capacity stays easy to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Plan Information
Retrieves the client's plan and email allowance details.
Why this helps
Plan and contact totals may be out of sight until a limit or billing question interrupts campaign work.
- Make account capacity easier to monitor
- Bring plan and contact information into one summary
- Reduce last-minute account research
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.
- 3Ask Notis to retrieve addons, email plan, and total contacts and summarize them.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel, then test with one real example and verify the returned plan details.
Questions about this workflow
Does this workflow upgrade the plan?
No. It retrieves plan information and contact totals for review.
Can it predict when a limit will be reached?
Not from one current plan response alone. A projection would need historical usage or other data supplied to the workflow.
How often will it run?
You choose a recurring schedule in the Notis automation setup.
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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