Turn Regular Contact Qualification into Brevo List Updates
Define what qualifies in Agile CRM, and ask Notis to review the available contact data on a schedule and update a Brevo list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Contacts to List
Adds existing contacts to a single list using one identifier type.
Why this helps
A contact can meet your follow-up criteria while remaining absent from the audience that needs to act on it.
- Create a repeatable audience enrollment check
- Reduce gaps between qualification and campaign readiness
- Use run reports to see what Notis handled
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brevo once in the Notis portal.
- 2Create an automation and define the qualification criteria and Brevo list for eligible existing contacts.
- 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 the workflow add new Brevo contacts?
No. This action adds existing Brevo contacts to a list. The selected contacts must already exist in Brevo.
Where do qualification rules come from?
State the criteria in your instruction and ensure the required Agile CRM data is available to Notis. Missing criteria cannot be inferred reliably.
Can I run this after a CRM event instead?
Agile CRM has no trigger events listed here. This package uses a Notis schedule or webhook.
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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