Keep account profile details easy to check
Get a recurring view of the Benchmark profile fields your operations check needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client details
Retrieves your client profile, contact count, and plan details.
Why this helps
Account details are easy to forget until an administrative task depends on them.
- Make profile review a recurring habit.
- Keep business location and contact details easy to find.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Benchmark Email once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the profile review in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this action edit the profile?
No. It retrieves profile details for review.
What profile details are available?
The action can retrieve fields such as business city, country, phone, and company.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Benchmark email. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.