Create a Benchmark list for a Zendesk segment
Give a new support segment a clear home in Benchmark email.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Contact List
Tool to create a new contact list. use after planning list name and optional description.
Why this helps
Teams lose time deciding where a new customer segment should live before campaigns can begin.
- Standardizes segment naming
- Prepares campaigns sooner
- Reduces manual list setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Benchmark email once.
- 2Create the automation in Automations, New Automation.
- 3Tell Notis how to recognize the segment and the list name and description to create.
- 4Choose New User Created, select report delivery, and test with one matching user.
Questions about this workflow
Does this copy contacts into the new list?
The workflow creates the list. Add a separate instruction if matching contacts should also be added.
Can I set a description?
Yes. Include the desired description in your plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Benchmark email. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.