Find the relevant Benchmark contacts for a support escalation
Bring the matching contact details into the escalation handoff so the next follow-up starts with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Filtered Contacts in List
Retrieves contacts from a list matching the selected criteria.
Why this helps
A time-sensitive client issue can turn into a tool search when the related email contact is not readily available.
- Search a specified list using supplied criteria.
- Reduce the time spent switching tools during escalations.
- Return matching contacts for a human to review before follow-up.
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 support escalation lookup.
- 3Tell Notis to search the specified Benchmark list using the webhook criteria and summarize matching contacts, preserving pagination when needed.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example using an approved list ID and search.
Questions about this workflow
Does this send a support email to the contacts?
No. It retrieves filtered contacts for review. Sending is not an available action in this workflow package.
What information is required to search?
Provide a Benchmark list ID and search or filter criteria in the webhook. Notis should report if these are missing.
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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