Keep Brevo account context handy during deal reviews
When a deal changes stage, have Notis retrieve Brevo account information and surface it in the run report for quick reference.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Account Information
This tool retrieves information about the brevo account, including account holder's email, first name, last name, company name, and address, as well as details about the current plan such as type, credits, start date, and end date.
Why this helps
Account and plan details can be hard to find when a founder is moving between pipeline work and marketing operations.
- Retrieve Brevo account and plan details on a deal stage update.
- See account context in the resulting Notis report.
- Avoid a separate account lookup when reviewing pipeline changes.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Brevo once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the outcome: retrieve Brevo account information when a HubSpot deal changes stage and include the result in the run report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update.
Questions about this workflow
Does this change account settings?
No. Get Account Information retrieves account and plan information without changing settings.
Can this tell me whether a specific deal is eligible for a Brevo plan?
The listed action returns account and plan details, but no deal eligibility rules are provided. Supply any criteria you want Notis to consider.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Brevo. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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