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Fetch Benchmark Email settings for a new Coda campaign

Start campaign planning with the account settings that control sender details and timing.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Get Client Account Settings

Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.

Why this helps

Campaign plans can use outdated sender or timezone assumptions when settings are hidden elsewhere.

  • Surfaces current account configuration
  • Reduces setup mistakes
  • Adds useful context to campaign planning

Setup

Build it in a few focused steps.

  • 1Connect Coda and Benchmark Email in Notis once.
  • 2Create an automation instructing Notis to retrieve Benchmark Email account settings and summarize the fields relevant to the new campaign document.
  • 3Pick the New Coda Document trigger.
  • 4Choose report delivery and test with one real campaign document.

Questions about this workflow

Does this change account settings?

No. It only retrieves the current settings for planning.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Benchmark email. A trigger fires from one place; an action lands in another.

Coda triggers

Benchmark email actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Contact From List

Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact List

Tool to delete a contact list. use after confirming that the list is no longer in use.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Delete Email Campaign

Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Delete Linked Agency Account

Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Delete Webhook

Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Get All Confirmed Emails

Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.

ActionInstant

Get Client Account Settings

Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.

ActionInstant

Get client details

Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.

ActionInstant

Connect any two apps with Notis in the middle.

Coda 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.