Make Brevo company records easier to review
Get a recurring view of company records that need attention based on the filters you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Companies
This action retrieves a list of all companies stored in the brevo crm. it supports pagination and filtering by name and other attributes.
Why this helps
Company records can be spread across a CRM list and take time to review one by one.
- Bring selected company records into a recurring review.
- Focus on names and attributes your team cares about.
- Make potential follow-up visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Brevo once in the Notis portal.
- 2Create an automation for a recurring company record review.
- 3Tell Notis which company filters or attributes matter and how to summarize records for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example run.
Questions about this workflow
Does this update company records?
No. The selected action retrieves a list of companies.
Can I search by company name?
The action supports pagination and filtering by name and other attributes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Brevo. A trigger fires from one place; an action lands in another.
Asana triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete a company
Deletes a company from brevo using its unique identifier.
New Task Created
Triggers when a new task is created in a project.
Delete Contact
Deletes a contact from brevo using its unique identifier.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Delete SMS Campaign
This tool deletes an existing sms campaign.
Task Updated
Triggers when a task is updated in a project.
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Connect any two apps with Notis in the middle.
Asana and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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