Refresh a Brevo template when an Affinity deal reaches a milestone
Keep milestone communications current by preparing an update to the specific template named in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sender
Creates an email sender identity and returns DNS configuration warnings.
Why this helps
Milestone copy can drift out of date when template edits are disconnected from the deal context that prompted them.
- Connect a supplied milestone to a specific template update.
- Use approved replacement content for consistent communications.
- Report a missing template identifier before attempting an update.
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 milestone-template task.
- 3Tell Notis to prepare an update to the specified Brevo template using supplied milestone context and approved content, and to stop if the template identifier is missing.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real milestone and inspect the updated template in Brevo.
Questions about this workflow
Can this create a new template if no identifier is supplied?
This workflow is for refreshing a specified template. Include its identifier; otherwise Notis should report that the update cannot proceed.
Does updating the template contact investors?
No. Updating a template does not send an email.
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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