Review Brevo company records monthly
Make company data maintenance a short, predictable routine.
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 become inconsistent when review only happens during urgent CRM work.
- Surface duplicate or changed companies
- Reduce ad hoc CRM cleanup
- Improve account visibility
Setup
Build it in a few focused steps.
- 1Connect Brevo once in Notis.
- 2Create an automation that lists companies and summarizes records matching your review criteria.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination.
- 5Test with one company list review.
Questions about this workflow
Can it filter by company name?
Yes. Include a name or other supported filter in the instruction.
Does it edit company records?
No. It lists and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Brevo. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Delete a company
Deletes a company from brevo using its unique identifier.
Delete Contact
Deletes a contact from brevo using its unique identifier.
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.
Delete SMS Campaign
This tool deletes an existing sms campaign.
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.
Fireflies and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brevo.