Prepare recurring client updates from Agiled
Make regular project communications easier to start with a scheduled Brevo draft based on the Agiled information available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Campaign
Creates an email campaign as a draft, or schedules it when requested.
Why this helps
Recurring updates are easy to postpone when project context has to be gathered and an email started from scratch.
- Create a consistent starting point for updates
- Reduce repeated context gathering
- Review content before sending
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 update period, audience, and information Notis should include from Agiled.
- 4Choose the Notis schedule trigger and select a report channel.
- 5Test with one real reporting period and review the draft and run report.
Questions about this workflow
Can Notis include every project status detail?
Only information returned by Agiled is available. Name any extra status, baseline, or history that must be supplied separately.
Does the schedule send the campaign?
This workflow prepares a campaign draft for review. Sending or scheduling campaign delivery is a separate decision.
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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