Move new Agiled clients into Brevo
A project win should not start with another round of copying client details. Have Notis create or update the Brevo contact when Agiled sends the webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Why this helps
Client details get copied by hand after a project win, delaying welcome emails and follow-up.
- Start client follow-up sooner
- Reduce duplicate data entry
- Keep Brevo contact records current
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 that a project win should create or update the matching Brevo contact.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real project win and review the run report.
Questions about this workflow
Does Agiled provide a built-in trigger for this workflow?
No Agiled trigger event is listed here. Start it with a Notis webhook and have Agiled send the request when your project-win process is ready.
Will this create duplicate contacts?
Ask Notis to update a matching contact when appropriate. Confirm the result with a real example and review the run report.
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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