Start a Brevo Campaign Draft from Agile CRM Context
Pass the campaign goal and audience context to Notis from an Agile CRM workflow, then create a draft for human review.
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 planning gets fragmented when deal and customer context must be copied into a separate email platform.
- Carry campaign context into draft creation
- Keep campaign creation separate from sending
- Reduce manual setup before review
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe the campaign draft Notis should prepare from the information Agile CRM sends.
- 3Choose the Notis webhook trigger and connect its request URL to the Agile CRM workflow.
- 4Choose where run reports should go, then test with one real campaign brief.
Questions about this workflow
Will this send the campaign?
No. This action creates a campaign as a draft, or schedules it when requested. Tell Notis to create a draft for review if that is the intended outcome.
What campaign details should the webhook include?
Include the campaign goal, relevant audience context, and any approved content or subject guidance available from your Agile CRM process.
Can Notis invent missing campaign details?
Notis can draft from provided context, but facts, audience criteria, and brand guidance must be supplied when 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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