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Notis

Move Selected Agile CRM Contacts into a Brevo List

Send the relevant contact identifier from an Agile CRM workflow and let Notis add the matching existing contact to a Brevo list.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Contacts to List

Adds existing contacts to a single list using one identifier type.

Why this helps

Qualifying a contact in the CRM and then remembering to place them in the right campaign list adds a fragile manual handoff.

  • Reduce missed list additions after CRM work
  • Use an existing Brevo contact record
  • Keep audience enrollment tied to a clear process

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Brevo once in the Notis portal.
  • 2Create an automation and specify which existing Brevo contact to add and to which list when Agile CRM sends its details.
  • 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 contact example.

Questions about this workflow

Does this action create a contact if one does not exist?

No. It adds existing Brevo contacts to a list. Use the create-contact action if you also need to create missing records.

What identifier should Agile CRM send?

The action uses one identifier family. Send the identifier supported for the contact and state it clearly in the instruction.

Can this workflow choose a list based on CRM context?

Notis can use available context to decide, but specify the audience rule and list clearly. The action requires one list.

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.

TriggerScheduled

Create a company

Add a new company to your CRM.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Contacts to List

Adds existing contacts to a single list using one identifier type.

ActionInstant

Create or Update Email Template

Create or update an email template.

ActionInstant

Create SMS Campaign

Create an SMS campaign.

ActionInstant

Create Contact

Creates a contact, or updates a matching contact when explicitly enabled.

ActionInstant

Delete a company

Delete a company.

ActionInstant

Create Contact List

Creates a contact list within a specified folder.

ActionInstant

Delete Contact

Delete a contact.

ActionInstant

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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