Find client follow-up gaps across Agiled and Brevo
Get a recurring review of the relevant Brevo contacts and Agiled work so missed client follow-up is easier to notice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all contacts
Retrieve a page of contacts from your account.
Why this helps
Client work and marketing contacts live in separate places, making quiet follow-up gaps hard to spot.
- See relevant contacts in a recurring review
- Spot follow-up gaps earlier
- Reduce app switching during client checks
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brevo once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Describe which Brevo contacts and Agiled work to compare and what gaps to report.
- 4Choose the Notis schedule trigger and select a report channel.
- 5Test with one real review period and confirm the report uses available data.
Questions about this workflow
Does this update contacts or project records?
No. The selected Brevo action retrieves contacts for review. This workflow reports potential gaps without changing records.
Can it compare historical follow-up?
Only if the connected apps return that history or you supply it. The instruction should name missing information rather than assume it is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brevo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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