Keep an eye on email plan capacity
Get a scheduled snapshot of Benchmark plan information as part of your operations review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Plan Information
Retrieves the client's plan and email allowance details.
Why this helps
Plan limits can be overlooked until a campaign or list change makes them urgent.
- Review plan details on a regular cadence.
- Make capacity conversations easier to prepare.
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 plan 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 change the subscription?
No. It only retrieves plan information for review.
What can the report include?
The action retrieves plan information including addons, email plan, and total contacts.
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
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No card. Works with personal or business Benchmark email.