Bring campaign forwards into the client check-in
Have campaign forwarding activity ready when you sit down for the recurring client review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Email Report Forwards
Retrieves the email campaign's forwarding report.
Why this helps
Useful campaign signals can be overlooked when reports are fetched only after someone remembers to ask.
- Retrieve forwarding activity on a predictable cadence.
- Bring a specific campaign report into a client review routine.
- Get a summary that highlights missing campaign IDs or unavailable results.
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 campaign review.
- 3Tell Notis to retrieve and summarize the forwards report for the specified campaign ID, noting that interpretation needs campaign context supplied by you.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example using a confirmed campaign ID.
Questions about this workflow
Can the workflow identify the right campaign from an Agiled client record?
Only if the campaign ID is supplied or otherwise known to the automation. Agiled does not expose a trigger event here.
Does the report explain why people forwarded the campaign?
No. It retrieves the forwards report. Any interpretation beyond the report data requires context supplied by you.
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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