Start onboarding with account context
When someone joins your operations server, give the team the Benchmark email account context they need.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Why this helps
Onboarding stalls when account limits and contact counts are hidden in another tool.
- Surfaces account context at the start of onboarding
- Gives the team current contact and plan details
- Creates a repeatable welcome check
Setup
Build it in a few focused steps.
- 1Connect Discord and Benchmark email in Notis.
- 2Create an automation that retrieves client details when a member joins.
- 3Pick New Member Joined as the trigger.
- 4Choose where run reports should be posted.
- 5Test by adding one controlled test member.
Questions about this workflow
Does this create a Benchmark email user?
No. It only retrieves client details for the connected Benchmark email account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Benchmark email. A trigger fires from one place; an action lands in another.
Discord 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
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"
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
Discord and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.