Review company records weekly
Keep CRM company records useful with one short weekly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Companies
This action retrieves a list of all companies stored in the brevo crm. it supports pagination and filtering by name and other attributes.
Why this helps
Company records become stale when no one owns the recurring review.
- Find stale company records
- Prioritize CRM maintenance
- Reduce manual list browsing
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Brevo in Notis.
- 2Create a weekly company record review automation.
- 3Describe the filters and summary criteria Notis should use when listing Brevo companies.
- 4Choose the cron schedule and report destination.
- 5Test with one real company review.
Questions about this workflow
Can I filter by company name?
Yes. The action supports name and other available filters.
Will this update records?
No. It produces a review from the listed companies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Brevo. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
Delete a company
Deletes a company from brevo using its unique identifier.
Delete Contact
Deletes a contact from brevo using its unique identifier.
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
Delete SMS Campaign
This tool deletes an existing sms campaign.
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Connect any two apps with Notis in the middle.
0CodeKit and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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