Bring Brevo CRM notes into an Affinity deal review
See relevant Brevo CRM notes alongside the deal context you provide, with the source and date filters kept clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List CRM Notes
List one page of CRM notes, optionally filtered by entity and date.
Why this helps
Important CRM context can be split across notes and deal records, making reviews slower and follow-up harder to track.
- Collect relevant notes for a specified entity and period.
- Reduce manual searching across relationship records.
- Keep the summary tied to returned notes and filters.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the CRM-notes review task.
- 3Tell Notis to retrieve one page of Brevo CRM notes for the supplied entity and date filters and summarize only returned notes alongside the deal context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real entity and confirm the notes and filters in the report.
Questions about this workflow
Will this create or edit CRM notes?
No. It retrieves a page of notes for review.
Could there be more notes than the report includes?
Yes. The action returns one page. The automation should report when pagination may leave more notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brevo. A trigger fires from one place; an action lands in another.
Affinity triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
Add a new company to your CRM.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contacts to List
Adds existing contacts to a single list using one identifier type.
Create or Update Email Template
Create or update an email template.
Create SMS Campaign
Create an SMS campaign.
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Delete a company
Delete a company.
Create Contact List
Creates a contact list within a specified folder.
Delete Contact
Delete a contact.
Connect any two apps with Notis in the middle.
Affinity and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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