Verify Benchmark account capacity for new form leads
Know whether your Benchmark account context supports the next batch of form-driven contacts.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Lead routing can stall when contact limits or account details are unclear.
- Surface account constraints sooner
- Support better list decisions
- Reduce failed follow-up setup
Setup
Build it in a few focused steps.
- 1Connect Typeform and Benchmark email once in Notis.
- 2Create an automation for account-context checks.
- 3Describe which client details should be reported when a response arrives.
- 4Pick the New Form Response trigger and select a report channel.
- 5Test with one response.
Questions about this workflow
Does this change the account plan?
No. It only retrieves client details for review.
Can Notis stop routing when a threshold is reached?
Yes. State the threshold and tell Notis to report instead of continuing when it is met.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Benchmark email. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
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.
Typeform 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.