Review Benchmark Email sender settings on a schedule
Make sender defaults and account context easier to check with a scheduled Notis report from Benchmark Email.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Account Settings
Retrieves your client account settings.
Why this helps
Campaign preparation can stall when sender defaults or account timezone details are unclear.
- Put sender configuration checks on a routine
- See account timezone and language details together
- Catch unclear defaults before campaign preparation
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 and summarize sender, timezone, language, and company settings.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel, then test with one real example and review the returned settings.
Questions about this workflow
Does this workflow send a campaign?
No. It retrieves account settings for review; sending is not part of this action.
Can it change settings if something looks wrong?
No. The selected action only fetches settings. Updating account settings is a separate action and should be explicitly requested.
Why schedule a settings check?
A recurring report makes account details easier to review before campaign work, without relying on memory to open the dashboard.
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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