Keep referred contacts from slipping through the cracks
A referral buried in a sent thread can be easy to forget. Tell Notis what referral details to look for and which Benchmark list should hold them.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Add Contact to List
Tool to add a new contact to a specific list. use after verifying the list id exists.
Why this helps
Referral details often arrive mid-conversation, then get lost before they make it into your contact system.
- Capture referral details from sent conversations.
- Apply your own rule for which referrals belong in a list.
- Reduce re-reading threads to find a contact later.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Benchmark Email once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe how to recognize a referral and which Benchmark list should receive the referred contact.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real sent conversation containing a referral.
Questions about this workflow
Does this add the person I emailed or the referred person?
Specify in your instruction which person to capture. The workflow should only add an address that is available in the conversation and meets your criteria.
What if a sent message has no referral?
Tell Notis to skip messages without an identifiable referral contact.
Can it create the list if it does not exist?
This workflow uses the add-contact action and assumes the chosen list already exists. A separate list-creation workflow can create one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Benchmark email. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
Gmail and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.