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Get a recurring snapshot of a Benchmark Email list

Keep a clear view of a key email audience with a scheduled Notis snapshot of Benchmark Email list details.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contact List Details

Retrieves details about a contact list.

Why this helps

Important list information is easy to forget when it lives behind a separate email marketing dashboard.

  • Make list details easier to review regularly
  • Reduce dashboard checking
  • Keep key audience context in a run report

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 which list to retrieve and how to summarize its available details.
  • 4Pick a recurring Notis schedule as the trigger.
  • 5Choose a report channel, then test with one real example and confirm the snapshot contains the expected list.

Questions about this workflow

What details can this action return?

It fetches detailed information for a contact list. The exact available metadata depends on Benchmark Email's response.

Can the workflow track changes over time?

Not by assuming the action returns history. Notis can compare snapshots only if prior results are available to the workflow or you supply a baseline.

Does Agile CRM start the run?

No. This workflow runs on a Notis recurring schedule because Agile CRM exposes no trigger events.

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.