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Look up Benchmark sub-account details in Slack

Resolve a sub-account question within the conversation by retrieving the details for the account your team identified.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Get sub-account details

Tool to get details for a specific sub-account by id. use when needing profile and plan info of a child account.

Why this helps

Sub-account questions can derail a task when it takes time to locate the right child account and inspect its profile.

  • Retrieve relevant details for one identified sub-account.
  • Avoid searching account screens during a focused task.
  • Keep the lookup tied to the original question.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Benchmark email to Notis once.
  • 2Create an automation in the portal or ask Notis in plain language to retrieve sub-account details.
  • 3Give one instruction to look up the specific sub-account named in a Slack question and return relevant profile or plan details.
  • 4Select the Slack channel-message trigger and choose a run-report channel.
  • 5Test with one real request for an existing, clearly identified sub-account.

Questions about this workflow

Can it look up all sub-accounts?

This workflow is for one identified sub-account; use an inventory request for a full list.

Does it edit the sub-account?

No. It retrieves details for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack 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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

Slack 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.