Prepare policy review outreach as a Brevo draft
Give Notis the policy review context and let it prepare a campaign draft that you can check before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Campaign
Creates an email campaign as a draft, or schedules it when requested.
Why this helps
Campaign preparation can stall when policy review opportunities require repeated context gathering and copy setup.
- Create a reviewable draft from the details supplied in the webhook.
- Keep campaign preparation separate from campaign dispatch.
- Reduce repeated setup for policy review outreach.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for policy review drafts.
- 3Tell Notis to create a Brevo campaign draft using the policy review context provided in each webhook request.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one real review scenario and inspect the resulting draft.
Questions about this workflow
Will the campaign be sent automatically?
This action creates a campaign as a draft unless scheduling is explicitly requested. Review the campaign before sending.
Can Notis infer policy status?
Only if the status is included in the webhook request or otherwise available to the automation. Supply missing details in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Brevo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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