Create a Benchmark segment for an Agiled client update
Turn an approved set of client contacts into a Benchmark segment without rebuilding the audience by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Segment from Contact IDs
Creates a contact segment from selected contacts.
Why this helps
Client updates can stall when you have to find and regroup the right contacts before drafting the campaign.
- Group supplied contacts for a specific client update.
- Reduce manual list preparation and context switching.
- Keep the segment tied to a clear Agiled business outcome.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Benchmark Email once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the client update.
- 3Tell Notis to create a Benchmark segment from the contact IDs and criteria included in the webhook, and to report missing IDs.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example containing approved contact IDs.
Questions about this workflow
Does this workflow find Benchmark contacts from Agiled records automatically?
No. Include the Benchmark contact IDs in the webhook or provide a reliable way for Notis to obtain them. The available action creates a segment from contact IDs.
Does creating a segment send an email?
No. It creates a segment in Benchmark Email. Sending is not among the available actions for this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Benchmark email. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.