Make Campaign Draft Preparation a Recurring Step
Use a recurring Notis run to turn available Agile CRM campaign context into Brevo drafts that are ready for a person to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Campaign
Creates an email campaign as a draft, or schedules it when requested.
Why this helps
Campaign preparation often slips when nobody has a dedicated moment to turn CRM context into an email draft.
- Make draft preparation part of a routine
- Keep campaign drafts available for review
- Avoid sending a campaign automatically
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe what campaign context Notis should review and what draft it should prepare.
- 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
Does this automation publish or send a campaign?
No. Ask Notis to create a draft. The action can also schedule campaigns when requested, so specify draft-only intent.
What should I provide if the campaign audience is not in the CRM data?
Include the audience or list criteria in your instruction, or provide the needed context to Notis. It cannot infer a missing audience.
How often can this run?
Choose the recurring cadence when setting the Notis schedule.
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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