Keep business profile details in your operations report
Receive a recurring snapshot of Benchmark business profile fields without reopening account settings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get client profile details
Retrieves the client's profile details.
Why this helps
Profile details are easy to overlook when administrative tasks compete with founder work.
- Bring profile details into recurring operations review.
- Reduce manual account setting lookups.
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 snapshot 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
Is this the same as changing profile settings?
No. It retrieves profile details and makes them available for review.
What details can be returned?
The action retrieves client profile details 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
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No card. Works with personal or business Benchmark email.