Reconcile company records with review needs
Start each review cycle with a prioritized list of companies that need attention.
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
Reviewers spend too much time deciding where to start when CRM data is broad.
- Prioritize review work
- Reduce sorting effort
- Make omissions easier to spot
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brevo in Notis once.
- 2Create an automation named Reconcile the company review queue.
- 3Tell Notis to list Brevo companies and prioritize them against the 21risk review criteria and risk tiers you provide.
- 4Choose a notis_cron schedule and send run reports to your preferred channel.
- 5Test with one queue reconciliation.
Questions about this workflow
What determines priority?
You provide the risk tiers or review criteria in the automation instruction.
Does it change CRM data?
No. It produces a prioritized review report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brevo. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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