Review your Benchmark Email contact lists on a schedule
Keep list organization from slipping through the cracks with a scheduled Notis run that retrieves your Benchmark Email lists and summarizes them for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Lists
Lists your contact lists.
Why this helps
Contact lists can multiply quietly, making it harder to remember what each one is for and which ones need attention.
- Bring list review into a predictable routine
- Get a compact summary instead of opening another dashboard
- Use your own criteria to flag lists for follow-up
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.
- 3Describe the list summary you want and any criteria Notis should use to flag follow-up.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel, then test with one real example and review the run report.
Questions about this workflow
Can Notis identify unused lists automatically?
Only if the returned list data supports that decision or you provide criteria and context. Do not assume the action returns usage history.
Does the schedule start from an Agile CRM event?
No. Agile CRM has no listed trigger events. This workflow uses a Notis recurring schedule.
Does the action change or delete lists?
No. It retrieves contact lists for review; Notis can summarize the results in its run report.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.