Keep Campaign Follow-Up Visible Across Agile CRM and Brevo
Have Notis review your Brevo campaigns on a recurring schedule and highlight what matters against the priorities you provide from Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Email Campaigns
List email campaigns in your account.
Why this helps
Campaigns can be overlooked when the sales context and email campaign status require separate manual checks.
- Review campaign status and timing in one routine
- Connect campaign follow-up to supplied CRM context
- Receive a report without opening each campaign
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe which campaigns to review and which Agile CRM priorities should guide the summary.
- 3Choose a recurring Notis schedule and set its cadence.
- 4Choose where run reports should go, then test with one real campaign example.
Questions about this workflow
Can this action return campaign details?
It lists email campaigns with filtering by type, status, and dates. Use the campaign details action if you need full configuration and content for one campaign.
Does the review change or send campaigns?
No. This action lists campaigns for review.
What CRM priorities should I provide?
Include the priorities or relevant context that Notis should use. They cannot be inferred if they are not available in the data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brevo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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