Give Agile CRM Contact Follow-Through a Schedule
Ask Notis to review the Agile CRM contact information available to it on a recurring schedule and keep Brevo records current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Why this helps
Contacts can sit in a CRM without making it into the marketing platform, especially when updates pile up between admin sessions.
- Create a repeatable contact maintenance routine
- Reduce manual checking between systems
- Review each run through Notis reports
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe which available Agile CRM contact details Notis should review and what it should do in Brevo.
- 3Choose a recurring Notis schedule and set its cadence.
- 4Choose where run reports should go, then test with one real contact example.
Questions about this workflow
Does this run from an Agile CRM event?
No. Agile CRM has no trigger events listed here. This workflow runs on a Notis schedule.
Can Notis read every Agile CRM contact automatically?
The workflow depends on the Agile CRM data available to Notis in your connected account. Specify the contacts or data to review in your instruction.
Will matching Brevo contacts be updated?
The Create Contact action supports updating a matching contact when explicitly enabled. State that behavior in your instruction.
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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