Connect client engagement signals to current work
Bring a bounded view of email engagement into your recurring client review, with Agiled context to help decide what deserves follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Campaign Stats
Retrieves a contact’s email campaign statistics for a date range.
Why this helps
Engagement signals are easy to miss when they are checked separately from current client work.
- Review bounded engagement data with work context
- Identify clients who may need personal follow-up
- Reduce manual campaign-stat 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 the contacts, date range, and Agiled context needed for the engagement review.
- 4Choose the Notis schedule trigger and select a report channel.
- 5Test with one real contact and date range, then review the report.
Questions about this workflow
Can this report statistics for any date range?
The action supports a bounded date range. Specify the dates or period you want the automation to review.
Does engagement data prove a client needs follow-up?
No. Treat the statistics as a signal to review alongside your Agiled context, not as a complete explanation of a client's needs.
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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