Keep Benchmark Email plan details easy to review
Get a periodic summary of your plan and contact totals without pausing to search for account information.
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 and contact details are easy to overlook until a limit or account decision makes them urgent.
- Keep plan details and total contacts visible on a schedule.
- Review addons and email plan in one report.
- Reduce interruptions when checking account context.
Setup
Build it in a few focused steps.
- 1Connect Benchmark Email once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to retrieve the client plan information and summarize addons, email plan, and total contacts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary contains the details you need.
Questions about this workflow
Does this change or upgrade my plan?
No. It retrieves plan information for review.
Can this determine whether I need a different plan?
Notis can summarize the returned plan details, but any recommendation needs your requirements and account context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Benchmark email. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.