Bring contact details into your client follow-up review
Get relevant Brevo contact details alongside Agiled work before deciding what client follow-up is due.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Details
Retrieve details about a contact.
Why this helps
A follow-up can be delayed while people switch apps to piece together basic contact details and client context.
- Bring contact details into a single review
- Reduce manual app switching
- Prepare more informed follow-up
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 client contacts to retrieve and what Agiled context should appear in the review.
- 4Choose the Notis schedule trigger and select a report channel.
- 5Test with one real contact and verify the returned details.
Questions about this workflow
How does the workflow identify a contact?
The action accepts an email, unique contact ID, or SMS attribute value. Specify which identifier is available.
Will it send an email to the contact?
No. This workflow retrieves contact details for review; sending a transactional email is a separate action.
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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