Bring Existing Brevo Email Templates into CRM Follow-Up
Let a CRM workflow cue Notis to look up existing Brevo templates, so useful content is easier to find when planning follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all email templates
List email templates in your account.
Why this helps
Reusable email content is easy to miss when it is stored away from the CRM process that needs it.
- Surface reusable email content at the right workflow step
- Filter templates by status and pagination options
- Avoid searching for templates manually
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and describe which Brevo templates Notis should retrieve for the Agile CRM request.
- 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 request.
Questions about this workflow
Does this retrieve template content?
This action lists email templates with optional status, pagination, and sorting. Use the Get Email Template action when you need one template's full details.
Can Notis create a campaign from the template?
This workflow only retrieves templates. Campaign creation is a separate action and requires clear campaign instructions.
Can I filter to active templates?
The action supports filtering by template status. Specify the status you want Notis to use.
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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