Know Whether an Agile CRM Contact Is Already in Brevo
Ask Notis to check Brevo before a handoff, so your next CRM step can account for whether a matching contact exists.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Contact
Why this helps
Starting a campaign handoff without knowing whether the person is already in the email platform creates rework and uncertainty.
- Check for an existing record before taking a next step
- Reduce unnecessary manual searches
- Use email or mobile number as the lookup identifier
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe when Notis should check for an existing Brevo contact.
- 3Choose the Notis webhook trigger and connect its request URL to the Agile CRM workflow that sends an email or mobile number.
- 4Choose where run reports should go, then test with one real contact example.
Questions about this workflow
What identifier does Brevo search?
The action searches using either an email address or a mobile number. If both are supplied, email is prioritized.
Does this create or change the contact?
No. Find Contact checks whether a record exists.
Can this run on a schedule?
Yes, Notis cron is an available trigger, but a webhook is useful when Agile CRM can submit the identifier at a specific process step.
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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