Review your Benchmark Email business profile regularly
Keep core business profile information visible with a scheduled Notis summary from Benchmark Email.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client profile details
Retrieves the client's profile details.
Why this helps
Business profile details can be hard to check when account setup is buried among campaign tasks.
- Review business details in a predictable place
- Reduce time spent navigating account settings
- Keep company profile context easy to find
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 and summarize the business city, country, phone, and company details.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel, then test with one real example and confirm the profile summary.
Questions about this workflow
Does this workflow change profile details?
No. It fetches profile details for review.
Can it verify that the profile is accurate?
Not without a source of truth to compare against. Supply expected values if you want Notis to identify differences.
Can I trigger this from Agile CRM?
This workflow uses a recurring Notis schedule. Agile CRM has no listed native 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.
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.