Add Brevo company context to every new ClickUp Folder
A new initiative starts with the organization context already gathered.
Trigger
Folder Created
Triggers when a new Folder is created.
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
Folder setup is easy, but identifying the related companies becomes a separate research task.
- Reduce setup friction
- Avoid duplicate company research
- Improve initiative clarity
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brevo once in Notis.
- 2Create an automation describing the company context summary needed for the new Folder.
- 3Pick ClickUp Folder Created as the trigger.
- 4Choose a report destination and test with one new Folder.
Questions about this workflow
Can it search by Folder name?
Yes. Tell Notis how the Folder name should guide the company review.
Does it create records?
No. It lists existing Brevo companies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Brevo. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Delete a company
Deletes a company from brevo using its unique identifier.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete Contact
Deletes a contact from brevo using its unique identifier.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
Delete SMS Campaign
This tool deletes an existing sms campaign.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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